Merrill Financial Solutions Advisor - Partially Registered: San Francisco 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
Book of business and client portfolios
Domain
Wealth Management / Financial Services
Required skills
Client relationship building, Investment advisory, Financial planning, Regulatory compliance, Goal setting, Time management, Self-starter mindset, Risk management, Prospecting, Referral management
Preferred skills
Sales experience, Lead generation, Multitasking, Strategic partnership, Financial designations (CFP, CRPC), Insurance licensing
Technologies
Banking platforms, Investment tools, CRM systems
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 client strategies
Seniority
Mid-level, hands-on IC