Merrill Advisor Development Program - Financial Advisor: Memphis/Little Rock 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 portfolios and wealth management solutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Series 7 & 66 licenses, investment product knowledge, prospecting, client profiling, Salesforce documentation, risk assessment
Preferred skills
Bachelor's degree, sales experience, entrepreneurial mindset
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Develop a book of business to meet performance hurdles, source prospective clients and execute customized solutions, recommend suitable investment products, manage practice resources and time, complete mandated training and continuing education, handle inbound inquiries and open accounts
Seniority
Entry-level to Junior, performance-based compensation