Merrill Advisor Development Program - Financial Advisor: Memphis/Little Rock Market
Core
Serve as an interim Financial Advisor to high-net-worth individuals by identifying needs, developing relationships, and delivering comprehensive investment recommendations to align with client life goals.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client portfolios and a book of business through customized investment solutions.
Domain
Wealth Management / Financial Services
Required skills
Series 7 & 66 licenses, investment product knowledge, prospecting, client profiling, KYC compliance, Salesforce documentation, consultative selling, risk assessment, portfolio analysis
Preferred skills
Bachelor's degree, sales experience, entrepreneurial mindset, technology adaptability
Technologies
Salesforce, Microsoft Office Suite (Word, PowerPoint, Excel)
Responsibilities
Handle inbound inquiries, collect client profile data per KYC procedures, recommend suitable investment products, document client interactions, manage time and resources for practice growth, complete mandated training and continuing education
Seniority
Mid-level, hands-on IC