Merrill Advisor Development Program - Financial Advisor: Sacramento Market
Core
Develop a book of business with high-net-worth individuals by identifying needs, delivering comprehensive financial recommendations, and managing client accounts.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client portfolios and financial plans
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Series 7 & 66 licenses, investment product knowledge, prospecting, client profiling, Salesforce documentation, goal-oriented sales, risk assessment
Preferred skills
Bachelor's degree, prior financial services or sales experience, adaptability to new technology
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Develop a book of business to meet performance hurdles, source prospective clients and execute customized solutions, recommend suitable investment products, manage time and resources for a productive practice, complete mandated training and continuing education, handle inbound inquiries and open accounts via KYC procedures
Seniority
Entry-level to Junior, hands-on IC