Merrill Advisor Development Program - Financial Advisor: Western Long Island Market
Core
Develop a book of business by identifying needs, building relationships, and delivering comprehensive financial recommendations to high-net-worth individuals and prospective clients.
Role type
Financial Advisor (Advisor Development Program)
Builds
Personal client portfolio and business revenue
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
prospecting, relationship building, investment product recommendation, client needs assessment, portfolio analysis, risk management, business development, active listening, Salesforce documentation
Preferred skills
Bachelor's degree, adaptability to new technology, multitasking
Technologies
Salesforce, Microsoft Office Suite (Word, PowerPoint, Excel)
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 practice resources and time, complete mandated training and continuing education, document client interactions in Salesforce
Seniority
Mid-level, hands-on IC