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An established industry player is seeking a dynamic Financial Solutions Advisor to join their team in Illinois. This role offers the opportunity to work closely with affluent clients, providing tailored financial advice and investment strategies while developing essential relationship management skills. The ideal candidate will thrive in a collaborative environment, leveraging a wealth of resources to meet client needs and exceed financial targets. Join a culture-driven team that values diversity and empowers you to bring your whole self to work, making a significant impact in the lives of clients through effective wealth management solutions.
Merrill Financial Solutions Advisor - Chicago North Market
Northbrook, Illinois; Crystal Lake, Illinois; Highland Park, Illinois; Deer Park, Illinois; Lake Forest, Illinois
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role, you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role.
**Shift:** 1st shift (United States of America)
**Hours Per Week:** 40