Merrill Advisor Development Program - Financial Advisor: San Francisco 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 (Interim)
Builds
Investment products and services for individuals, companies, and institutions
Domain
Wealth Management / Financial Services
Required skills
Series 7 and 66 licenses, investment product knowledge, 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 from leads, collect client profile data following KYC procedures, serve as interim Financial Advisor providing investment recommendations, document client interactions in Salesforce
Seniority
Entry-level to Junior