Merrill Advisor Development Program - Financial Advisor: Los Angeles Market
Core
Serve as an interim Financial Advisor for high-net-worth clients, identifying needs, developing relationships, and delivering comprehensive investment recommendations.
Role type
Financial Advisor (Development Program)
Builds
Client relationships and investment portfolios for individuals and institutions
Domain
Wealth Management / Financial Services
Required skills
Investment product knowledge, client profiling, relationship building, regulatory compliance, prospecting, financial goal setting, Salesforce documentation
Preferred skills
Bachelor's degree, technology adaptability, multi-priority management
Technologies
Salesforce, Microsoft Office Suite (Word, PowerPoint, Excel)
Responsibilities
Handle inbound client inquiries, collect client profile data per KYC procedures, recommend suitable investment products, document client interactions, manage business development plans, complete mandated training and continuing education
Seniority
Entry-level to Junior, mentored IC