Merrill Advisor Development Program - Financial Advisor: Red Bank & Associates 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 (Development Program)
Builds
Client portfolios and a book of business for high-net-worth individuals
Domain
Wealth Management / Financial Services
Required skills
Series 7 & 66 licenses, investment product knowledge, client prospecting, needs assessment, relationship building, compliance (KYC), Salesforce documentation
Preferred skills
Bachelor's degree, sales experience, entrepreneurial mindset, technology adaptability
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Develop a book of business to meet performance hurdles, source prospective clients and execute customized solutions, recommend suitable investment products, manage time and resources for a productive practice, complete mandated training and continuing education, handle inbound inquiries and open accounts
Seniority
Mid-level, hands-on IC