Merrill Advisor Development Program - Financial Advisor: Carolina East Market
Core
Serve as an interim Financial Advisor to high-net-worth individuals by identifying needs, developing relationships, and delivering comprehensive investment recommendations to align with client life goals.
Role type
Financial Advisor (Advisor Development Program)
Builds
Personal book of business and client portfolios
Domain
Wealth Management / Financial Services
Required skills
Series 7 & 66 licenses, client prospecting, investment product recommendation, KYC compliance, Salesforce documentation, performance goal achievement
Preferred skills
Bachelor's degree, sales experience, entrepreneurial mindset, technology adaptability
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Handle inbound inquiries, collect client profile data, recommend suitable investment products, document client interactions, manage time and resources, complete continuing education
Seniority
Mid-level, performance-driven IC