Merrill Advisor Development Program - Financial Advisor: Nevada Market
Core
Develop a book of business by identifying needs of high-net-worth individuals and delivering comprehensive investment recommendations to align with their financial goals.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client portfolios and wealth management solutions
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Client prospecting, Investment product recommendation, Needs assessment, Relationship building, Portfolio analysis, Risk management, Compliance adherence, Salesforce documentation
Preferred skills
Business development, Referral management, Trading, Analytical thinking
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Source prospective clients and build a book of business, Recommend suitable investment products based on client objectives and risk profiles, Manage client accounts and document interactions in Salesforce, Collaborate with specialists to identify planning strategies, Meet established performance hurdles and continuing education requirements
Seniority
Mid-level, individual contributor