Merrill Advisor Development Program - Financial Advisor: Blue Ridge Market
Core
Develop a book of business by identifying needs, building relationships, and delivering comprehensive wealth management recommendations to high-net-worth individuals.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client portfolios and wealth management solutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Series 7 & 66 licenses, prospecting, wealth planning, portfolio analysis, risk management, client solutions advisory, referral management
Preferred skills
Bachelor's degree, sales experience, adaptability to new technology
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 profiles, manage practice resources and time, complete mandated training and continuing education
Seniority
Entry-level to Junior, hands-on IC