Merrill Advisor Development Program - Financial Advisor: East Bay 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 industry experience, sales experience, client profiling, KYC procedures, Salesforce documentation, prospecting, networking, Microsoft Office proficiency
Preferred skills
Bachelor's degree, adaptability to new technologies, managing multiple priorities
Technologies
Salesforce, Microsoft Word, PowerPoint, Excel
Responsibilities
Handle inbound inquiries from leads, position Merrill and Bank of America capabilities, collect client profile data following KYC procedures, provide investment recommendations based on client objectives and risk profiles, document client interactions in Salesforce
Seniority
Entry-level to Junior, performance-based compensation