Merrill Advisor Development Program - Financial Advisor: West Florida Market (South)
Core
Financial Advisor in the Merrill Advisor Development Program building a book of business with high-net-worth individuals through prospecting, relationship management, and comprehensive financial planning.
Role type
Financial Advisor (Development Program)
Builds
Personal practice of investment products and wealth management services
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Series 7 & 66 licenses, client prospecting, needs assessment, investment product recommendation, relationship building, Salesforce documentation, performance goal achievement
Preferred skills
Bachelor's degree, prior sales experience, entrepreneurial mindset, technology adaptability
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 based on client profiles, manage time and resources for a productive practice, complete mandated training and continuing education, handle inbound inquiries and open accounts
Seniority
Entry-level to Mid-level, mentored IC