Merrill Advisor Development Program - Financial Advisor (Partially Licensed): Los Angeles Market
Core
Financial Advisor in a Merrill branch working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive investment recommendations.
Role type
Financial Advisor (Partially Licensed)
Builds
Book of business and client portfolios
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
client relationship development, investment product recommendation, business development, regulatory compliance, time management, goal setting, risk management
Preferred skills
sales experience, financial services industry experience, strong computer skills, multitasking
Technologies
bank technology platforms, investment advisory tools
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 resources to run a productive practice, complete mandated training and continuing education, provide end-to-end comprehensive advice and client presentations
Seniority
Mid-level, hands-on IC