Merrill Lynch

Financial Solutions Advisor

Merrill Lynch

Atlanta, GA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you looking for a rewarding career that combines your financial expertise with your passion for helping others achieve their financial goals? Look no further than Merrill Lynch's Financial Solutions Advisor role! As a member of our team, you will have the opportunity to use your knowledge of investment products and services to provide personalized financial solutions and guidance to our clients. We are seeking individuals with a strong background in finance, exceptional communication skills, and a genuine desire to make a positive impact on people's lives. If you are driven, dedicated, and eager to join a dynamic and innovative company, we invite you to apply for this exciting opportunity with Merrill Lynch.

  1. Provide personalized financial solutions and guidance to clients based on their individual needs and goals.
  2. Utilize strong knowledge of investment products and services to educate and inform clients about their options.
  3. Build and maintain strong relationships with clients to foster trust and loyalty.
  4. Understand and adhere to all applicable financial regulations and laws.
  5. Collaborate with other team members and departments to ensure seamless and efficient service for clients.
  6. Continuously stay updated on industry trends, products, and services to provide the most relevant and up-to-date advice to clients.
  7. Conduct thorough financial analysis for clients to determine the best course of action.
  8. Act as a brand ambassador for Merrill Lynch, representing the company's values and commitment to client satisfaction.
  9. Meet and exceed sales targets and performance goals set by the company.
  10. Maintain accurate and detailed records of client interactions and financial transactions.
  11. Provide exceptional customer service and promptly address any client concerns or issues.
  12. Continuously seek opportunities for professional growth and development to enhance skills and knowledge.
  13. Actively participate in team meetings and training sessions to share expertise and contribute to the overall success of the team.
  14. Adhere to ethical standards and maintain confidentiality of client information.
  15. Embody the company's core values of integrity, excellence, and teamwork in all interactions and tasks.
Where is this job?
This job is located at Atlanta, GA, USA
Job Qualifications
  • Strong Understanding Of Investment Products, Financial Markets, And Financial Planning Strategies.

  • Bachelor's Degree In Finance, Economics, Or Related Field.

  • Series 7 And 66 Licenses, Or Willingness To Obtain Them Within A Specified Timeframe.

  • Minimum Of 2 Years Experience In Financial Planning, Wealth Management, Or Related Field.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Strong Relationships With Clients.

Required Skills
  • Financial Planning

  • Market Research

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment Analysis

  • Tax Planning

  • Portfolio Diversification

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Solutions Advisor in Atlanta, GA, USA is between $46,000 and $85,000 per year. This range may vary depending on factors such as experience, education, and the specific company or financial institution the advisor works for. Additionally, bonuses and commissions may also be included in the total compensation package for a Financial Solutions Advisor.

Additional Information
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 21st, 2024
Apply BeforeJune 21st, 2025
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About Merrill Lynch

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.

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