Merrill Financial Solutions Advisor (Partially Licensed) – Western Pennsylvania Market
On-sitePittsburgh, Pennsylvania, United States
Job Summary
Conduct high-net-worth client advisory services by identifying needs, developing relationships, and preparing investment recommendations aligned with client goals. Review investment objectives, leverage technology to optimize the customer experience, and shadow senior advisors to build a sustainable book of business. Partner with internal service providers to manage risk proactively across all transactions while participating in ongoing training to meet pre-defined financial targets. Maintain good standing with federal registry systems for residential mortgage loan originations and navigate complexity in a fast-paced environment.
Required Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE)
- 4+ years of progressive professional and/or military experience
- 2+ years experience in investments industry
- Ability to obtain Series 7 and 66 licenses within allotted program time
- Is a self-starter who efficiently manages time and capacity
- Sets and accomplishes goals, achieving whatever one sets their 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
- Must be able to register with the federal registry system (SAFE Act)
- Must submit to the required SAFE Act background check
Desired Qualifications
- Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Strong computer skills and the ability to multitask in a demanding environment
- Bachelor's Degree, preferably in business-related field
- Proven ability to partner and promote lead generation
- Experience balancing investment management, sales activities and new client development
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Obtained insurance licenses
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