Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market
Core
Interim Financial Advisor working with high-net-worth clients to identify needs, develop relationships, review investment goals, and prepare investment recommendations.
Role type
Financial Advisor (Development Program)
Builds
Investment products and services for individuals, companies, and institutions
Domain
Wealth Management / Financial Services
Required skills
Series 7 and 66 licenses, investment industry experience, sales experience, client profiling, investment recommendations, mortgage loan origination (SAFE Act), Salesforce documentation
Preferred skills
Bachelor's degree, technology adaptability, multi-priority management
Technologies
Salesforce, Microsoft Word, PowerPoint, Excel
Responsibilities
Handle inbound inquiries, position Merrill and Bank of America capabilities, collect client profile data via KYC, serve as interim Financial Advisor, document client interactions
Seniority
Entry-level to Junior, career transition program