Merrill Financial Solutions Advisor (Partially Licensed) - North Virginia Market

Merrill Corporation • Vienna, VA

461d • $100,000 - $100,000

About The Position

The Merrill Financial Solutions Advisor (MFSA) role is designed for individuals looking to develop their careers in wealth management by working with high-net-worth clients. This position focuses on identifying client needs, building relationships, and providing tailored investment recommendations. The MFSA will leverage technology and resources to achieve business growth goals while participating in ongoing training to enhance their skills and prepare for a successful career as an independent financial advisor.

Requirements

• Currently holds SIE certification.
• 4+ years of progressive professional and/or military experience.
• Ability to obtain Series 7 & 66 licenses within allotted program time.
• Self-starter who efficiently manages time and capacity.
• Ability to set and accomplish goals.
• Strong relationship-building skills.
• Effective collaboration and communication skills.
• Ability to manage goals and navigate complexity in a fast-paced environment.
• Thorough understanding of regulatory due diligence.

Nice To Haves

• Experience in the financial service industry or a sales environment.
• Strong computer skills and multitasking ability in a demanding environment.
• Bachelor's degree in a business-related field.
• Proven ability to partner and promote lead generation.
• Experience balancing investment management and new client development.
• Additional professional designations such as CFP or CRPC.
• Obtained insurance licenses.

Responsibilities

• Provide tailored and personalized advice to clients through reviews and presentations.
• Understand client solutions that are best suited for their financial needs, such as core Banking and Investment solutions.
• Shadow Financial Advisor teams to build a network and promote portfolio growth.
• Leverage available resources and technologies to optimize customer experience and operational excellence.
• Participate in ongoing training to develop a book of business and meet financial targets.
• Build relationships with internal service providers based on client needs and asset thresholds.
• Manage risk proactively in every aspect of business transactions.

Benefits

• Training and mentorship from invested managers.
• Access to a strong referral network for client acquisition.
• Ongoing professional development opportunities.
• Potential for professional growth and leadership opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Primary Metal Manufacturing
• Education Level: High school or GED