Merrill Advisor Development Program - Financial Advisor: Midtown Manhattan Market
Core
Develop a book of business by identifying needs, building relationships, and delivering comprehensive wealth management recommendations to high-net-worth individuals.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client portfolios and financial plans
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, investment product recommendation, KYC procedures, Salesforce documentation, performance goal achievement
Preferred skills
Bachelor's degree, 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, manage practice resources and time, complete mandated training and continuing education, handle inbound inquiries and open accounts
Seniority
Entry-level to Junior, performance-based compensation