Merrill Advisor Development Program - Financial Advisor-Partially Registered: Suburban Boston Market
Core
Develop relationships with high-net-worth individuals to identify needs, review financial goals, and deliver comprehensive investment recommendations.
Role type
Financial Advisor (Partially Registered)
Builds
A book of business for high-net-worth clients
Domain
Wealth Management / Investment Advisory
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Client relationship development, investment product recommendation, business development, regulatory compliance, time management, goal setting, risk management
Preferred skills
Sales experience, lead generation, multitasking, partnership building
Technologies
Banking platforms, investment advisory tools, CRM systems
Responsibilities
Source prospective clients and execute customized solutions, recommend suitable investment products based on client profiles, manage resources to run a productive practice, complete mandated training and continuing education, collaborate with internal specialists and core banking partners
Seniority
Mid-level, hands-on IC