Merrill Advisor Development Program - Financial Advisor: Sacramento 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
Series 7 and 66 licenses, investment product knowledge, client profiling, business development, regulatory compliance, Salesforce proficiency
Preferred skills
Bachelor's degree, sales experience, adaptability to new technologies
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Handle inbound inquiries, collect client profile data via KYC procedures, recommend suitable investment products, document client interactions, manage time and resources, complete mandated training and continuing education
Seniority
Entry-level to Junior (Development Program)