Merrill Advisor Development Program- Financial Advisor: Volunteer State Market
Core
Financial Advisor in a development program building a book of business with high-net-worth individuals through personalized wealth management and investment advice.
Role type
Financial Advisor (Development Program)
Builds
Client portfolios and comprehensive financial solutions
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Series 7 & 66 licenses, client prospecting, investment product recommendation, portfolio management, KYC compliance, Salesforce documentation, business development
Preferred skills
Bachelor's degree, sales experience, entrepreneurial mindset, technology adaptability
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 based on client profiles, manage resources and time for practice growth, complete mandated training and continuing education, handle inbound inquiries and open accounts
Seniority
Entry-level to Junior, hands-on IC