Merrill Advisor Development Program - Financial Advisor: Chicago West Market
Core
Financial Advisor in a development program building a book of business with high-net-worth individuals through personalized wealth management and investment advice.
Role type
Financial Advisor (Development Program)
Builds
Client portfolios and comprehensive financial solutions
Domain
Wealth Management / Financial Services
Required skills
Series 7 & 66 licenses, client prospecting, needs assessment, investment product recommendation, relationship building, Salesforce documentation, performance goal achievement
Preferred skills
Bachelor's degree, sales experience, adaptability to new technology, multitasking
Technologies
Salesforce, Microsoft Office Suite (Word, PowerPoint, Excel)
Responsibilities
Develop a book of business by sourcing prospective clients and capitalizing on referrals; recommend suitable investment products based on client objectives and risk profiles; manage time, people, and budget to run a productive practice; complete mandated training and continuing education; handle inbound inquiries and open accounts following KYC procedures.
Seniority
Mid-level, performance-driven IC