Elite Wealth Advisor for High-Net-Worth Clients

Bank of America; Grand Blanc (MI); On-site; USD 80,000 - 110,000; Full time

Job summary

Merrill Wealth Management seeks a Financial Solutions Advisor (MFSA) to work with high-net-worth clients in a Merrill branch, identifying needs, building relationships, and crafting investment recommendations aligned with client goals.

The MFSA path provides training, mentorship, and structured progression toward independent advisory leadership, with exposure to affluent clients and a clear development track within the Advisor Development Program (ADP).

Qualifications

• FINRA SIE required.
• 2+ years of experience in the investments industry indicated as Desired Qualifications.
• Bachelor’s Degree, preferably in business-related field; CFP/CRPC desirable.

Responsibilities

• Provide tailored and personalized advice to clients through reviews and presentations.
• Partner with management to assess financial goals and recommend investment strategies.
• Shadow Financial Advisor teams to grow network and promote portfolio growth.
• Leverage resources and technologies to optimize the client experience and meet targets.

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory Relationship

Advisory Business Development

Sales Performance

Fraud Management

Pipeline Management

Portfolio Management

Client Experience

Branding

Prospecting

Education

Bachelor’s Degree

Business-related field preferred

Tools

FINRA SIE

Series 7

Series 66

Insurance licenses

Job description

Merrill Wealth Management seeks a Financial Solutions Advisor (MFSA) to work with high-net-worth clients in a Merrill branch, identifying needs, building relationships, and crafting investment recommendations aligned with client goals.

The MFSA path provides training, mentorship, and structured progression toward independent advisory leadership, with exposure to affluent clients and a clear development track within the Advisor Development Program (ADP).