Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market
Core
Develop a book of business by identifying needs of high-net-worth individuals and delivering comprehensive financial 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
prospecting, relationship building, investment product recommendation, client needs assessment, business development, portfolio analysis, risk management, Salesforce documentation
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 profiles, manage practice resources and time, complete mandated training and continuing education, handle inbound inquiries and open accounts
Seniority
Entry-level to Junior, hands-on IC