Elite Wealth Advisor in Training

ghr; Grand Blanc (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

Merrill Wealth Management is seeking candidates for the Financial Solutions Advisor (MFSA) journey, located in a Merrill branch in the United States. You will gain hands-on experience with affluent and high-net-worth clients, building relationships, reviewing goals, and preparing investment recommendations aligned with client objectives.

The MFSA role offers structured training, mentorship from managers, and opportunities to advance to independent practice within the wealth management ecosystem,

Qualifications

• Currently holds FINRA SIE
• 4+ years of progressive professional and/or military experience
• 2+ years in the investments industry
• Ability to obtain Series 7 and 66 licenses within program time
• Self-starter with time and capacity management
• Goal-oriented and relationship-focused
• Strong collaboration and communication skills
• Comfortable engaging all clients and navigating regulatory due diligence

Responsibilities

• Manage client relationships and identify needs to tailor investment advisory strategies
• Partner with management to assess financial goals and review investment plans
• Build a book of business and promote portfolio growth
• Leverage resources to provide excellent customer experiences
• Participate in ongoing training to meet financial targets and progression
• Collaborate with internal service providers based on client needs
• Proactively manage risk across business activities

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience Branding

Issue Management

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree in Business

Job description

Merrill Wealth Management is seeking candidates for the Financial Solutions Advisor (MFSA) journey, located in a Merrill branch in the United States. You will gain hands-on experience with affluent and high-net-worth clients, building relationships, reviewing goals, and preparing investment recommendations aligned with client objectives.

The MFSA role offers structured training, mentorship from managers, and opportunities to advance to independent practice within the wealth management ecosystem,