Financial Solutions Advisor (ADP)

As a Merrill FSA, you can look forward to

• A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  
• Marketing strategies to reach wider audiences with greater appeal.
  
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  
• Potential Opportunities for professional growth.
  
• Leadership opportunities, including leading client and conference seminars
  

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  
• Has three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  
• Is a self-starter who efficiently manages time and capacity.
  
• Sets and accomplishes goals, achieving whatever you put your mind to.
  
• Builds and nurtures strong relationships.
  
• Collaborates effectively with others to get things done.
  
• Communicates effectively and confidently and is comfortable engaging all clients.
  
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  
• Likes to learn, adapts to new information and seeks the right solutions for clients.
  
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
  

• Proven ability to partner and promote lead generation.
  
• Experience balancing investment management, sales activities and new client development.
  
• Strong computer skills and the ability to multitask in a demanding environment.
  
• A bachelors degree, preferably in business-related field.
  
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  
• Has three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  
• Is a self-starter who efficiently manages time and capacity.
  
• Sets and accomplishes goals, achieving whatever you put your mind to.
  
• Builds and nurtures strong relationships.
  
• Collaborates effectively with others to get things done.
  
• Communicates effectively and confidently and is comfortable engaging all clients.
  
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  
• Likes to learn, adapts to new information and seeks the right solutions for clients.
  
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.