Financial Solutions Advisor Registration Candidate - Colorado North Market

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
Fort Collins, CO
Category Customer Service
Job Description
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.

Requirements

  • Aptitude in obtaining required industry licenses
  • Must be self-disciplined in managing time and capacity
  • Experience in cultivating client relationships, assessing needs and recommending solutions
  • Success creating strong peer relationships through effective communication and collaboration
  • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology or applications

Benefits

  • Industry-leading benefits
  • Paid time off
  • Resources and support
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