Merrill Advisor Development Program - Financial Advisor: East Bay Market
Core
Serve as an interim Financial Advisor to high-net-worth individuals by identifying needs, developing relationships, and delivering comprehensive investment recommendations aligned with client life goals.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client relationships and investment portfolios for high-net-worth individuals
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Investment product knowledge, client profiling, relationship building, regulatory compliance, business development, financial planning, Salesforce proficiency, Microsoft Office suite
Preferred skills
Bachelor's degree, technology adaptability, multi-priority management
Technologies
Salesforce, Microsoft Word, PowerPoint, Excel
Responsibilities
Handle inbound inquiries, collect client profile data per KYC procedures, recommend suitable investment products, document client interactions, manage resources for practice growth, complete mandated training and continuing education
Seniority
Entry-level to Junior, hands-on IC
