Merrill Lynch Financial Advisor Planning Development Program - (Lake Charles, LA)

Position details: The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for the purpose of concentrating on a targeted aspect of the Teams business. The primary focus of the TFA Planner role is to deliver a full range of goals-based planning & financial solutions to their FA Teams clients. The TFA Planner will own and manage the planning components of the teams client service model. Critical responsibilities Understand all aspects of an optimal practice and complete the training and development needed to prepare for a successful career as a Financial Advisor Build and maintain a clear process for adding to and updating client profile info in Sales force after regular client reviews Consistently make adjustments to analytics, portfolio, balance sheet