Merrill Advisor Development Program - Financial Advisor: Chicago West 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
Personal client portfolio and wealth management practice
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Client prospecting, Needs analysis, Investment product recommendation, Relationship building, Performance goal achievement, Compliance adherence
Preferred skills
Entrepreneurial mindset, Collaborative teamwork, Technical proficiency in Microsoft Office
Technologies
Salesforce, Microsoft Word, PowerPoint, Excel
Responsibilities
Source prospective clients and build a book of business, Assess client objectives and risk profiles to recommend suitable investment products, Manage time and resources to run a productive practice, Complete mandated training and continuing education requirements, Document client interactions and opportunities in Salesforce
Seniority
Entry-level to Mid-level, hands-on IC