Financial Solutions Advisor - Merrill Lynch | Des Plaines
Overview
You will own client advisory at a Merrill Lynch financial center, building financial plans with brokerage products like stocks, bonds, mutual funds, and annuities. You will triage client leads and refer to partners based on asset thresholds. Your work directly impacts client financial goals and drives responsible growth. This role offers a clear path to complete Series 66 or other licenses and grow within Bank of America.
What You'll Do7
- 1Build comprehensive financial plans using brokerage products including stocks, bonds, mutual funds, and annuities within the first 90 days.
- 2Recommend banking and investment strategies that align with client financial goals and needs.
- 3Triage client requests and refer to internal service providers based on client needs and asset thresholds.
- 4Mitigate risk by following regulatory due diligence in daily activities.
- 5Identify and engage potential new clients through referrals and financial center clientele.
- 6Provide coaching to referral partners on client needs and potential product services.
- 7Manage a pipeline of client opportunities and track progress toward goals.
Requirements10
- 1Hold Series 7 and 66 licenses (or 63 and 65 in lieu of 66); if missing 66, pass within 60 days of offer.
- 21+ years in the investments industry with training and product knowledge.
- 31+ years in financial services or a sales environment where goals were met.
- 4Proven ability to set and accomplish goals.
- 5Strong relationship-building and collaboration skills.
- 6Comfortable engaging all clients with confident communication.
- 7Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
- 8Adaptable to new information and solutions for clients.
- 9Efficient time management and thorough attention to regulatory due diligence.
- 10Strong computer skills and ability to multitask (desired).
Salary Insight
$70 - $80k per year
Location
Required Skills
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