Financial Solutions Advisor

Are you a skilled financial professional looking to make a positive impact on people's lives? Do you have a passion for helping individuals and families achieve their financial goals? If so, we have the perfect opportunity for you. Merrill Lynch is seeking a highly motivated and customer-focused Financial Solutions Advisor to join our team. In this role, you will have the opportunity to provide comprehensive financial guidance and advice to clients, helping them navigate their financial journey with confidence. We are looking for individuals with a strong financial background, excellent communication skills, and a drive to help others succeed. If this sounds like you, we would love to have you join our team at Merrill Lynch.

1. Provide comprehensive financial guidance and advice to clients to help them achieve their financial goals.
2. Conduct thorough financial analyses and assessments to create personalized financial plans for clients.
3. Stay updated on market trends and developments to provide relevant and timely financial advice to clients.
4. Build and maintain strong relationships with clients to understand their unique financial needs and provide ongoing support.
5. Identify potential opportunities for clients to improve their financial situation and recommend appropriate solutions.
6. Collaborate with other financial professionals and teams within Merrill Lynch to provide a holistic approach to client financial planning.
7. Conduct regular reviews with clients to assess progress towards their financial goals and make necessary adjustments.
8. Provide exceptional customer service to ensure a positive and professional client experience.
9. Adhere to all regulatory and compliance requirements in all interactions with clients.
10. Continuously seek opportunities to improve knowledge and skills through training and professional development opportunities.
11. Act as a brand ambassador for Merrill Lynch and uphold the company's values and standards.
12. Meet and exceed performance targets and contribute to the overall success of the team and organization.

According to JobzMall, the average salary range for a Financial Solutions Advisor in New York, NY, USA is $64,000-$104,000 per year. This range may vary depending on the individual's level of experience, education, and the specific company they work for. Additional factors such as bonuses, commission, and benefits may also impact the overall salary for this role.

Merrill, previously Merrill Lynch, is an American investing and wealth management division under the auspices of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and security dealings.