Merrill Advisor Development Program - Financial Advisor: Northern NE Market
Core
Develop a book of business by identifying needs of high-net-worth individuals and delivering comprehensive financial recommendations.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client relationships and investment portfolios
Domain
Wealth Management / Financial Services
Required skills
Client prospecting, Needs analysis, Investment product recommendation, Relationship building, Compliance adherence, Salesforce documentation
Preferred skills
Business development, Portfolio analysis, Risk management, Referral management
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Source prospective clients and execute customized solutions, Recommend suitable investment products based on client profiles, Manage time and resources to run a productive practice, Document client interactions and opportunities, Complete mandated training and continuing education
Seniority
Mid-level, performance-driven IC