Merrill Advisor Development Program - Financial Advisor: Philadelphia Market
Core
Interim Financial Advisor serving high-net-worth clients by identifying needs, developing relationships, and preparing investment recommendations.
Role type
Financial Advisor (Development Program)
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, regulatory compliance, prospecting, relationship building, financial goal setting
Preferred skills
Bachelor's degree, adaptability to new technologies, multi-priority management
Technologies
Salesforce, Microsoft Office Suite (Word, PowerPoint, Excel)
Responsibilities
Handle inbound inquiries, collect client profile data via KYC procedures, serve as interim Financial Advisor providing investment recommendations, document client interactions in Salesforce
Seniority
Entry-level to Junior, performance-based compensation