Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market
Core
Interim Financial Advisor working with high-net-worth clients to identify needs, develop relationships, and deliver comprehensive investment recommendations.
Role type
Financial Advisor (Development Program)
Builds
Client relationships and investment portfolios for high-net-worth individuals
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Investment product knowledge, client profiling, relationship building, regulatory compliance, prospecting, financial planning, Salesforce documentation
Preferred skills
Bachelor's degree, technology adaptability, multi-priority management
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Handle inbound client inquiries, collect client profile data per KYC procedures, recommend suitable investment products, document client interactions, manage practice resources and time
Seniority
Entry-level to Junior, hands-on IC