Consultant in Financial Transformation supporting major clients in Banking and Insurance. Engaging in projects to enhance Financial performance and processes over various phases.
BA
Onsite Financial Solutions Advisor Trainee – Advisor Development Program
Posted 23 hours ago
About the role
- Financial Solutions Advisor within the Advisor Development Program at Merrill Wealth Management. Providing holistic financial advice and guidance to clients through phone-based interactions.
Responsibilities
- Obtain Securities Industry licenses through dedicated and personalized classes
- Acquire, build and manage client relationships
- Guide clients with advice and solutions for complex financial situations
- Provide financial advice and guidance as a phone-based licensed advisor
- Identify broader product and service solutions that meet client needs
- Review investment goals and prepare investment recommendations
- Collaborate with banking and investment partners to offer comprehensive solutions
- Participate in ongoing training and development to progress in your career
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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