Merrill Advisor Development Program- Financial Advisor: Wisconsin 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 (Advisor Development Program)
Builds
Client relationships and investment portfolios
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, trading
Preferred skills
Bachelor's degree, adaptability to new technology, multitasking
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 objectives and risk profiles, manage resources to run a productive practice, complete mandated training and continuing education, handle inbound inquiries and open accounts following KYC procedures
Seniority
Mid-level, hands-on IC