Merrill Lynch

Financial Solutions Advisor

Merrill Lynch

Los Angeles, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Merrill Lynch - a leading financial services firm committed to helping clients achieve their financial goals. We are currently seeking a driven and client-focused Financial Solutions Advisor to join our team. In this role, you will have the opportunity to work closely with clients, providing them with personalized financial advice and solutions. We are looking for someone who is passionate about helping others, has a strong understanding of financial markets, and is driven to deliver exceptional results. If you have a proven track record of success and are interested in joining a dynamic and collaborative team, we encourage you to apply for this exciting opportunity.

  1. Provide exceptional customer service: The Financial Solutions Advisor will be responsible for welcoming clients to Merrill Lynch and ensuring that their needs and concerns are addressed in a timely and professional manner.
  2. Offer personalized financial advice: The ideal candidate will have a strong understanding of financial markets and be able to provide tailored advice and solutions to clients based on their individual financial goals and needs.
  3. Build and maintain client relationships: The Financial Solutions Advisor will be responsible for building and maintaining relationships with clients, ensuring that their financial needs and goals are consistently met.
  4. Stay up-to-date on industry trends and changes: As a leading financial services firm, Merrill Lynch prides itself on staying ahead of industry trends and changes. The Financial Solutions Advisor will be responsible for staying informed and up-to-date on market changes and incorporating them into their client advice and solutions.
  5. Collaborate with team members: The Financial Solutions Advisor will work closely with other team members to ensure that clients receive the best possible service and advice. This will require effective communication and collaboration with colleagues across different departments.
  6. Meet and exceed performance goals: The Financial Solutions Advisor will be expected to meet and exceed performance goals, including revenue targets and client satisfaction metrics. This will require a high level of motivation and dedication to achieving exceptional results.
  7. Uphold company values and standards: As a representative of Merrill Lynch, the Financial Solutions Advisor will be expected to uphold the company's values and standards of excellence in all interactions with clients and colleagues.
  8. Continuously improve skills and knowledge: The financial industry is constantly evolving, and the Financial Solutions Advisor must be committed to continuously improving their skills and knowledge in order to provide the best possible service to clients.
  9. Adhere to regulatory and compliance requirements: Merrill Lynch is committed to upholding regulatory and compliance requirements, and the Financial Solutions Advisor will be responsible for ensuring that all client interactions and recommendations are in line with these standards.
  10. Act with integrity and professionalism: The Financial Solutions Advisor must act
Where is this job?
This job is located at Los Angeles, CA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

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

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

  • 3-5 Years Of Experience In Financial Advising, Preferably In A Similar Role With A Reputable Firm.

  • Strong Understanding Of Investment Products, Financial Markets, And Industry Regulations.

Required Skills
  • Financial Analysis

  • Market

  • Investment Management

  • Portfolio Management

  • Risk assessment

  • Client Relationship Management

  • Asset allocation

  • Retirement planning

  • Wealth planning

  • Estate Planning

  • Tax Planning

  • Financial Consulting

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 Los Angeles, CA, USA is $47,000 - $90,000 per year. This range can vary depending on factors such as experience, education, and specific job responsibilities. Some Financial Solutions Advisors may earn bonuses or commission in addition to their base salary.

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 BeforeJuly 20th, 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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