Merrill Advisor Development Program - Financial Advisor: Bridgewater & Associates Market
Core
Develop a book of business by identifying high-net-worth client needs, delivering comprehensive financial recommendations, and managing client accounts.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client relationships and investment portfolios
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
prospecting, wealth planning, portfolio analysis, risk management, client solutions advisory, referral management, trading
Preferred skills
business development, analytical thinking, emotional intelligence
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Develop a book of business to meet performance hurdles, source prospective clients and execute customized solutions, recommend investment products based on client risk profiles, manage resources to run a productive practice, document client interactions in Salesforce, complete mandated training and continuing education
Seniority
Mid-level, hands-on IC