Merrill Advisor Development Program - Financial Advisor: Palo Alto Market
Core
Serve as an interim Financial Advisor for high-net-worth clients, identifying needs, developing relationships, and preparing 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, regulatory compliance, prospecting, relationship building
Preferred skills
Bachelor's degree, adaptability to new technologies, managing multiple priorities
Technologies
Salesforce, Microsoft Office Suite (Word, PowerPoint, Excel)
Responsibilities
Handle inbound inquiries, collect client profile data per KYC procedures, recommend investment products, document client interactions, assist with business development plans
Seniority
Entry-level to Junior, hands-on IC