Financial Solutions Advisor: Path to Independent Practice

ghr; High Point (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Merrill Wealth Management in the United States is seeking a Financial Solutions Advisor to support high-net-worth clients in a Merrill branch. The MFSA role focuses on identifying needs, building relationships, reviewing goals, and preparing investment recommendations aligned with client objectives.

You'll work with advisors to profile clients, leverage technology for growth, and develop a sustainable book of business, with formal training and clear progression within the Advisor Development

Qualifications

• FINRA SIE certification is required.
• 4+ years of progressive professional and/or military experience.
• 2+ years of experience in the investments industry.
• Ability to obtain Series 7 and 66 licenses within the program time.
• Must be a self-starter with strong time management and organizational skills.
• Strong relationship-building and communication abilities.
• Demonstrates commitment to learning and adapting in a fast-paced environment.

Responsibilities

• Learns how to provide tailored, personalized advice to clients through reviews and presentations.
• Understands client solutions best suited for financial needs, including core Banking and Investment/Life Priority solutions.
• Shadows Financial Advisor teams to build a network and promote portfolio growth.
• Uses available resources and technology to enhance the customer experience and accuracy.
• Participates in ongoing training to develop a book of business and meet financial targets.
• Builds relationships with internal service providers based on client needs and asset thresholds.
• Manages risk proactively across business, product, and service transactions.

Skills

SIE license

Relationship building

Communication

Time management

Self-starter

Education

Bachelor's Degree in Business

CFP

CRPC

Insurance licenses

Job description

Merrill Wealth Management in the United States is seeking a Financial Solutions Advisor to support high-net-worth clients in a Merrill branch. The MFSA role focuses on identifying needs, building relationships, reviewing goals, and preparing investment recommendations aligned with client objectives.

You'll work with advisors to profile clients, leverage technology for growth, and develop a sustainable book of business, with formal training and clear progression within the Advisor Development