Elite Wealth Advisor in Training for High-Net-Worth Clients

National Black MBA Association; Tulsa (OK); On-site; USD 65,000 - 95,000; Full time

Job summary

Merrill Wealth Management in the United States seeks a Financial Solutions Advisor (MFSA) to work with affluent and high net worth clients from a Merrill branch. The role blends relationship management, investment goal reviews, and tailored advisory recommendations aligned with client objectives.

You'll begin in a structured Advisor Development Program, receiving mentoring, training, and opportunities to build a sustainable book of business while progressing to independent advisory roles.

Qualifications

• SIE certification held.
• 4+ years of progressive professional and/or military experience.
• 2+ years in the investments industry; ability to obtain Series 7 and 66 licenses.

Responsibilities

• Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies.
• Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
• Shadows Financial Advisor teams to build their network by sharing market developments and discussing new products to promote portfolio growth.
• Leverages resources and technologies to optimize the customer experience with operational excellence and accuracy.
• Participates in ongoing training focused on developing a book of business to meet pre-defined financial targets.

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Pipeline Management

Portfolio Management

Sales Performance Management

Education

Bachelor's Degree (Business/Finance)

Job description

Merrill Wealth Management in the United States seeks a Financial Solutions Advisor (MFSA) to work with affluent and high net worth clients from a Merrill branch. The role blends relationship management, investment goal reviews, and tailored advisory recommendations aligned with client objectives.

You'll begin in a structured Advisor Development Program, receiving mentoring, training, and opportunities to build a sustainable book of business while progressing to independent advisory roles.