2 jobs found in Minneapolis, MN

Job Description At this company, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at this company and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying...

Job Description During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage...