Merrill Financial Solutions Advisor - Partially Registered: East Bay Market
Core
Financial Advisor working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive investment recommendations aligned with client life goals.
Role type
Financial Advisor (Partially Registered)
Builds
A sustainable book of business for high-net-worth clients
Domain
Wealth Management / Financial Services
Required skills
Client relationship building, Investment advisory, Business development, Regulatory compliance, Goal setting, Time management
Preferred skills
Sales experience, Lead generation, Portfolio management, Insurance licensing
Technologies
Bank of America technology platforms
Responsibilities
Develop a book of business to meet performance hurdles, Source prospective clients and execute customized solutions, Recommend investment products based on client risk profiles, Manage resources to run a productive practice, Complete mandated training and continuing education, Collaborate with internal specialists for planning strategies
Seniority
Mid-level, hands-on IC