Merrill Advisor Development Program - Financial Advisor: West Florida Market (South)
Core
Financial Advisor developing a book of business with high-net-worth individuals by identifying needs, delivering comprehensive investment recommendations, and managing client relationships.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client portfolios and business growth for high-net-worth individuals
Domain
Wealth Management / Financial Services
Required skills
Series 7 & 66 licenses, client prospecting, investment product recommendation, KYC compliance, Salesforce documentation, performance goal achievement
Preferred skills
Bachelor's degree, community college experience, military service
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Develop a book of business to meet performance hurdles, source prospective clients and execute customized solutions, recommend suitable investment products based on client risk profiles, manage time and resources for a productive practice, complete mandated training and continuing education, handle inbound inquiries and open accounts
Seniority
Mid-level, individual contributor