Merrill Advisor Development Program - Financial Advisor: Columbia, SC Merrill 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 relationships
Domain
Wealth Management / Financial Services
Required skills
Series 7 & 66 licenses, investment product knowledge, prospecting, client relationship building, financial planning, regulatory compliance (KYC), Salesforce proficiency
Preferred skills
Bachelor's degree, sales experience, entrepreneurial mindset, technology adaptability
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Source prospective clients and build a book of business; recommend suitable investment products based on client risk profiles; manage client accounts and perform KYC procedures; document client interactions; complete mandated training and continuing education
Seniority
Entry-level to Junior, hands-on IC