Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market
Core
Interim Financial Advisor serving high-net-worth clients by identifying needs, developing relationships, and preparing investment recommendations.
Role type
Financial Advisor (Interim)
Builds
Investment products and services for individuals, companies, and institutions
Domain
Wealth Management / Financial Services
Required skills
Series 7 and 66 licenses, investment industry experience, sales experience, client profiling, relationship building, prospecting, regulatory compliance
Preferred skills
Bachelor's degree, adaptability to new technologies, multi-priority management
Technologies
Salesforce, Microsoft Word, PowerPoint, Excel
Responsibilities
Handle inbound inquiries, position Merrill and Bank of America capabilities, collect client profile data via KYC, serve as interim Financial Advisor, document client interactions in Salesforce
Seniority
Entry-level to Junior, performance-based compensation