Identifying and providing investment products and trainings to Financial Solutions Advisors for matching solutions. Supporting advisor effectiveness through training and performance analysis.
Responsibilities
Supports Financial Solutions Advisors (FSAs) with client conversations and scenarios related to client platforms.
Defines and measures progress towards goals, including sales activity, gross and net managed asset sales targets, and FA penetration.
Prepares and analyzes profit and loss reports and validates postings and balances for a product in support of the Line of Business.
Partners with FSAs to provide assistance and training needed to identify investment solutions that match client needs.
Requirements
FINRA Series 7 & 66
2+ year in Financial Solutions Advisor role (FSA)
Strong understanding of Merrill Edge products and services as well as the Financial Advisor role
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