Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY 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 wealth management solutions
Domain
Wealth Management / Financial Services
Required skills
Client prospecting, Investment product recommendation, Needs analysis, Relationship building, Portfolio management, Compliance documentation
Preferred skills
Business development, Referral management, Risk assessment
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Source prospective clients and build a book of business, Recommend suitable investment products based on client risk profiles, Manage client accounts and document interactions, Collaborate with specialists to identify planning strategies, Meet performance hurdles and complete continuing education
Seniority
Mid-level, individual contributor