Merrill Advisor Development Program - Financial Advisor: Palm Beach 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 for individuals, companies, and institutions
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 compliance, 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 based on client profiles, manage practice resources and time, complete mandated training and continuing education
Seniority
Mid-level, hands-on IC