Merrill Financial Solutions Advisor - St. Louis Metro Market

This job involves working with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology to achieve growth, profiling activities to determine client investment profiles, building a sustainable book of business, and providing opportunities for career advancement within the bank.

Responsibilities include providing tailored advice, communicating solutions suited to clients\’ financial needs, partnering with Financial Advisor teams to promote portfolio growth, understanding bank resources, developing a book of business, and prioritizing client requests.

The Advisor Development Program (ADP) offers training and mentorship to develop successful, independent financial advisors, working with affluent and high net worth clients to hone relationship management skills and operate within an Elite Growth Practice.

Benefits include training, networking opportunities, confidence in delivering advice, understanding financial solutions, professional growth, leadership opportunities, and a supportive workplace culture that values diversity, continuous development, responsible growth, and community engagement.

Required qualifications include holding Series 7 & 66 licenses, two years of financial service or sales experience, at least one year in investments, and strong relationship and communication skills. Desired qualifications include experience in lead generation, multitasking, a business-related degree, and additional professional designations.

Skills needed encompass account and client management, advisory services, relationship building, business development, portfolio management, and sales performance.

The shift is 1st shift (U.S.), with 40 hours per week.

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