Consumer Investments Financial Solutions Advisor Stage 1 - Greater Dallas Area, TX
Company: Merrill Lynch
Location: Tyler
Posted on: May 4, 2021
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Job Description:
Job Description: Primary responsibilities of FSA Stage I role,
include: Provide end-to-end comprehensive advice and customized
solutions to clients that help them achieve their financial goals;
Conduct client reviews/presentations, including a review of
investment goals and recommended products such as stocks, bonds,
mutual funds, banking, and managed money solutions; Engage and
share value proposition with customers in the lobby; Triage client
leads and make referrals to appropriate internal service providers
based on client needs and asset thresholds; Participate in on-going
training and interaction with the Merrill Lynch Wealth Complex; The
role is a bridge between banking and brokerage, therefore the FSA
Stage I must have a general awareness of core banking and
investment solutionsRequired Skills; The FSA Stage I should be able
to provide an enterprise product view for our clients, executing
referrals across banking and brokerage lines; Demonstrate
proficiency with appropriate banking center systems and routines to
support client management process. ; Series 7 & 66 (63 & 65 in lieu
of 66) required and Insurance licenses desired; Bachelors degree or
1-2 years relevant work experience; financial services preferred;
This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the
federal registry system and remain in good standing. Since your
position requires SAFE Act registration, you will be required to
register and to submit to the required SAFE Act background check
and registration process. Failure to obtain and/or maintain SAFE
Act registration may result in disciplinary action up to and
including termination. Shift:1st shift (United States of America)
Hours Per Week: 40
Keywords: Merrill Lynch, Tyler , Consumer Investments Financial Solutions Advisor Stage 1 - Greater Dallas Area, TX, Accounting, Auditing , Tyler, Texas
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