Merrill Lynch

Financial Solutions Advisor

Merrill Lynch

Dallas, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about providing financial guidance and solutions to help clients achieve their financial goals? Do you thrive in a dynamic and fast-paced environment? If so, we have an exciting opportunity for you to join our team as a Financial Solutions Advisor at Merrill Lynch.As a Financial Solutions Advisor, you will play a crucial role in developing and maintaining relationships with clients by providing personalized financial advice and solutions. You will be responsible for understanding clients' financial needs and goals, and recommending appropriate investment strategies and products to help them achieve their objectives.To be successful in this role, you must possess strong communication and interpersonal skills, as well as a deep knowledge of financial products and services. A background in finance, economics, or a related field is required, along with relevant certifications such as Series 7 and Series 66. Additionally, we are looking for individuals who are driven, self-motivated, and committed to delivering exceptional service to our clients.Join our team at Merrill Lynch and make a positive impact on the financial well-being of our clients. Apply now and take the first step towards a rewarding career in financial solutions!

  1. Build and maintain strong relationships with clients by actively listening to their needs and providing personalized financial advice and solutions.
  2. Understand and analyze clients' financial goals and objectives and recommend appropriate investment strategies and products to help them achieve their goals.
  3. Stay up-to-date on market trends, economic conditions, and changes in financial regulations to effectively advise clients on investment decisions.
  4. Communicate complex financial concepts and strategies to clients in a clear and understandable manner.
  5. Collaborate with team members to develop and implement comprehensive financial plans for clients.
  6. Utilize various financial planning tools and software to create personalized financial plans for clients.
  7. Ensure compliance with all financial regulations and company policies.
  8. Continuously develop and expand knowledge of financial products and services to better serve clients.
  9. Maintain accurate and detailed records of client interactions and transactions.
  10. Act as a brand ambassador for Merrill Lynch, promoting our services and maintaining a positive image for the company.
  11. Participate in networking and business development activities to generate new leads and expand client base.
  12. Attend training and development programs to enhance skills and knowledge in the financial industry.
  13. Provide exceptional customer service and address any client concerns or issues in a timely and professional manner.
  14. Act with integrity and maintain confidentiality of client information at all times.
  15. Meet and exceed individual and team performance goals and contribute to the overall success of the company.
Where is this job?
This job is located at Dallas, TX, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business Administration, Or Related Field

  • Finra Series 7 And 66 Licenses

  • Minimum Of 2-3 Years Of Experience In Financial Planning Or Wealth Management

  • Strong Understanding Of Investment Products And Services

  • Excellent Communication And Interpersonal Skills To Effectively Build And Maintain Client Relationships.

Required Skills
  • Financial Analysis

  • Financial Planning

  • Market

  • Investment Management

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Solutions Advisor in Dallas, TX, USA is between $57,000 and $85,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or institution that employs the individual. Additionally, bonuses and commissions may also play a role in the overall compensation package for this role.

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 BeforeAugust 19th, 2025
This job posting is from a verified source. 
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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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