Merrill Advisor Development Program - Financial Advisor: Southeast Coastal Market
Core
Financial Advisor building a book of business with high-net-worth individuals through prospecting, needs analysis, and comprehensive wealth management recommendations.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client portfolios and wealth management solutions
Domain
Wealth Management / Financial Services
Required skills
Prospecting, Needs Analysis, Investment Product Recommendation, Client Relationship Management, Portfolio Management, Regulatory Compliance, Salesforce Proficiency, Series 7 & 66 Licensing
Preferred skills
Bachelor's degree, Sales experience, Technology adaptability
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Develop a book of business by sourcing prospective clients and managing referrals; Recommend investment products and services aligned with client objectives and risk profiles; Collect client profile data and execute KYC procedures; Manage time, people, and budget to run a productive practice; Complete mandated training, assessments, and continuing education requirements.
Seniority
Mid-level, hands-on IC