Merrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut Market
$75,005–$85,014 year
On-site · Stamford, Connecticut, United States
Job Summary
Merrill Financial Solutions Advisor role in Stamford, CT focused on high-net-worth client relationships within a Merrill branch. Responsibilities include providing tailored investment advice, reviewing client goals, developing investment recommendations aligned with client objectives, leveraging technology to grow the book of business, profiling investor needs, and collaborating with advisory teams to drive portfolio growth. The role emphasizes client reviews and presentations, leveraging resources to connect clients with a full suite of financial solutions (core Banking, Investment and Life Priority solutions), and ongoing professional development to advance within the Advisor Development Program. Requirements include FINRA SIE, 4+ years in finance/military, 2+ years in investments, and Series 7/66 eligibility; a Bachelor’s degree is preferred. The position is based in-office at a Merrill branch with a strong focus on relationship-building, compliance, and delivering value to affluent clients through investment advisory strategies and comprehensive financial planning.
Required Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE)
- 4+ years of progressive professional and/or military experience
- 2+ years of experience in the investments industry
- Ability to obtain Series 7 and 66 licenses within allotted program time
- Bachelor's Degree, preferably in business-related field
- Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Proven ability to partner and promote lead generation
- Obtained insurance licenses
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