Senior Finance Administrator overseeing billing procedures and controls at Ogier, ensuring high client service levels and timely billing processes.
BA
Onsite Financial Solutions Advisor Trainee – Advisor Development Program
Posted 4 days ago
About the role
- Financial Solutions Advisor in Merrill's Advisor Development Program supporting affluent clients with comprehensive financial advice and guidance. Training provided to help secure necessary licenses and develop client relationships.
Responsibilities
- Obtain Securities Industry licenses including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams
- Acquire, build, and manage client relationships
- Consider client's complex financial picture and provide guidance
- Work with affluent and high net worth clients, identifying needs and preparing investment recommendations
- Collaborate with banking and investment partners
- Provide end-to-end comprehensive advice and deliver client reviews/presentations
Requirements
- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Benefits
- Unlimited potential for financial growth
- A strong referral base from across the business through our relationship with one in every two households
- Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education
- Robust marketing support to reach wider audiences with greater appeal
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes
- Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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