Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market
Core
Serve as an interim Financial Advisor to high-net-worth clients, identifying needs, developing relationships, and delivering comprehensive investment recommendations.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client relationships and investment portfolios for high-net-worth individuals
Domain
Wealth Management / Financial Services
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 inquiries, collect client profile data via KYC, recommend suitable investment products, document client interactions, manage business development initiatives, complete mandated training and continuing education
Seniority
Entry-level to Junior, mentored IC