Merrill Advisor Development Program - Financial Advisor-Partially Registered: Southeast Coastal Market
Core
Develop a book of business by identifying needs, developing relationships, and delivering comprehensive financial recommendations to high-net-worth individuals.
Role type
Financial Advisor (Partially Registered)
Builds
A sustainable book of business for high-net-worth clients
Domain
Wealth Management / Financial Services
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, internal collaboration, strategic planning, financial goal review
Preferred skills
Sales experience, lead generation, multitasking, partnership building, investment management balancing
Technologies
Banking technology platforms, investment advisory tools
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, proactively manage business risk
Seniority
Mid-level, hands-on IC