Merrill Advisor Development Program - Financial Advisor: Princeton Bucks County 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 (Advisor Development Program)
Builds
Client portfolios and relationships
Domain
Wealth Management / Financial Services
Required skills
Series 7 & 66 licenses, client prospecting, investment product recommendation, KYC procedures, Salesforce documentation, performance goal achievement
Preferred skills
Bachelor's degree, sales experience, entrepreneurial mindset, 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, handle inbound inquiries and open accounts, document client interactions in Salesforce
Seniority
Mid-level, performance-driven IC