Merrill Advisor Development Program - Financial Advisor: 5th Ave Market
Core
Develop a book of business by identifying needs of high-net-worth individuals and delivering comprehensive financial recommendations.
Role type
Financial Advisor (Development Program)
Builds
Client portfolios and wealth management solutions
Domain
Wealth Management / Financial Services
Required skills
Client prospecting, Needs analysis, Investment product recommendation, Relationship building, Performance goal achievement, Regulatory compliance
Preferred skills
Bachelor's degree, Technology adaptability, Multitasking
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Source prospective clients and execute customized solutions, Recommend investment products based on client risk profiles, Manage time and resources to run a productive practice, Document client interactions in Salesforce, Complete mandated training and continuing education
Seniority
Mid-level, performance-driven IC