Merrill Advisor Development Program - Financial Advisor: Oklahoma Market
Core
Financial Advisor in the Merrill Advisor Development Program who builds a book of business, identifies client needs, and delivers comprehensive wealth management and investment recommendations.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client portfolios and relationships for high-net-worth individuals
Domain
Wealth Management / Financial Services
Required skills
Series 7 & 66 licenses, client prospecting, investment product recommendation, relationship building, financial goal planning, Salesforce documentation, regulatory compliance
Preferred skills
Bachelor's degree, sales experience, entrepreneurial mindset, technology adaptability
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Develop a book of business, source prospective clients, recommend suitable investment products, manage client accounts, complete continuing education, document client interactions
Seniority
Mid-level, performance-driven