Merrill Advisor Development Program- Financial Advisor: Mid Land Market
Core
Develop a book of business by identifying needs of high-net-worth individuals and delivering comprehensive wealth management recommendations.
Role type
Financial Advisor (Mid-Market)
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
Series 7 & 66 licenses, client prospecting, investment product recommendation, KYC compliance, Salesforce documentation, portfolio analysis, risk management
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 investment products based on client risk profiles, manage practice resources and time, complete mandated training and continuing education, handle inbound inquiries and open accounts
Seniority
Mid-level, individual contributor