Merrill Advisor Development Program - Financial Advisor: Chicago North Market
Core
Develop a book of business by identifying needs of high-net-worth individuals and delivering comprehensive investment recommendations to align with their financial goals.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client portfolios and relationships
Domain
Wealth Management / Financial Services
Required skills
Client prospecting, Needs analysis, Investment product recommendation, Relationship building, Performance goal achievement, Regulatory compliance
Preferred skills
Bachelor's degree, Sales experience, Technology adaptability
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Source prospective clients and build a book of business, Recommend suitable investment products based on client risk profiles, Manage client accounts and document interactions, Collaborate with specialists for comprehensive planning, Meet established performance hurdles
Seniority
Mid-level, individual contributor