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  • Merrill Financial Solutions Advisor
  • Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • 2 years' experience in financial service industry or sales
  • 1 year's experience in investments industry
  • Selfstarter
  • Goaloriented
  • Strong relationship builder
  • Effective collaborator
  • Effective communicator
  • Time management
  • Task prioritization
  • Adaptability
  • Regulatory due diligence
  • Partnership
  • Lead generation
  • Investment management
  • Sales
  • New client development
  • Computer skills
  • Multitasking
  • Bachelor's degree in businessrelated field
  • Certified Financial Planner (CFP)
  • Chartered Retirement Planning Counselor (CRPC)
  • Insurance licenses

Released under the MIT License.

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