Merrill Advisor Development Program - Financial Advisor: Park Ave Market
Core
Develop a book of business by identifying needs of high-net-worth individuals and delivering comprehensive investment recommendations to align with their financial goals.
Role type
Financial Advisor (Development Program)
Builds
Client portfolios and relationships for high-net-worth individuals
Domain
Wealth Management / Financial Services
Required skills
Client prospecting, Investment product recommendation, Needs analysis, Relationship building, Compliance adherence, Salesforce documentation
Preferred skills
Bachelor's degree, Sales experience, Technology adaptability
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Source prospective clients and execute customized solutions, Recommend suitable investment products based on client risk profiles, Manage time and resources to run a productive practice, Complete mandated training and continuing education, Document client interactions in Salesforce
Seniority
Entry-level to Junior, hands-on IC