Merrill Advisor Development Program - Financial Advisor: San Francisco Market
Core
Interim Financial Advisor working with high-net-worth clients to identify needs, develop relationships, and deliver comprehensive investment recommendations.
Role type
Financial Advisor (Development Program)
Builds
Client relationships and investment portfolios for high-net-worth individuals
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment product knowledge, client profiling, relationship building, regulatory compliance, prospecting, Salesforce proficiency
Preferred skills
Bachelor's degree, technology adaptability, multi-priority management
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Handle inbound client inquiries, collect client profile data per KYC procedures, recommend suitable investment products, document client interactions in Salesforce, manage time and resources for practice growth
Seniority
Entry-level to Junior, performance-based compensation