Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market
Core
Develop a book of business by identifying needs of high-net-worth individuals and delivering comprehensive investment recommendations to align with their life goals.
Role type
Financial Advisor (Development Program)
Builds
Client portfolios and wealth management solutions
Domain
Wealth Management / Financial Services
Required skills
Series 7 & 66 licenses, client prospecting, investment product recommendation, KYC compliance, Salesforce documentation, performance goal achievement
Preferred skills
Bachelor's degree, sales experience, adaptability to new technology
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Develop a book of business to meet performance hurdles, source prospective clients and execute customized solutions, recommend investment products based on client risk profiles, manage resources to run a productive practice, complete mandated training and continuing education, handle inbound inquiries and open accounts
Seniority
Mid-level, individual contributor