Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market
Core
Financial Advisor Development Program role focused on building a book of business with high-net-worth clients, identifying needs, and delivering comprehensive investment recommendations.
Role type
Financial Advisor (Development Program)
Builds
Client portfolios and business growth 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
Client relationship building, Investment product recommendation, Business development, Prospecting, Financial goal analysis, Regulatory compliance, Salesforce documentation, Performance management
Preferred skills
Technology adaptation, Multi-priority management
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Develop a book of business to meet performance hurdles, Source prospective clients and execute business development plans, Recommend suitable investment products based on client risk profiles, Manage time, people, and budget for a productive practice, Document client interactions and opportunities, Complete mandated training and continuing education
Seniority
Entry-level to Junior, hands-on IC