Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market
Core
Serve as an interim Financial Advisor to high-net-worth individuals by identifying needs, developing relationships, and delivering comprehensive investment recommendations to align with client life goals.
Role type
Financial Advisor (Development Program)
Builds
Client portfolios and a book of business for high-net-worth individuals
Domain
Wealth Management / Financial Services
Required skills
Series 7 & 66 licenses, investment product knowledge, client prospecting, relationship building, financial goal planning, compliance documentation, Salesforce proficiency
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 based on risk profiles, manage time and resources for a productive practice, complete mandated training and continuing education, handle inbound inquiries and open accounts via KYC procedures
Seniority
Mid-level, hands-on IC