Merrill Advisor Development Program - Financial Advisor: Greater Denver Market
Core
Develop a book of business by identifying needs of high-net-worth individuals and delivering comprehensive investment recommendations to align with their financial goals.
Role type
Financial Advisor (Advisor Development Program)
Builds
Client portfolios and wealth management solutions
Domain
Wealth Management / Financial Services
Required skills
Client prospecting, Needs analysis, Investment product recommendation, Relationship building, Performance goal achievement, Compliance adherence
Preferred skills
Bachelor's degree, Series 7 & 66 licenses, Investment industry experience
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Source prospective clients and build a book of business, Recommend suitable investment products based on client risk profiles, Manage client accounts and deliver comprehensive financial advice, Collaborate with specialists to identify planning strategies, Complete mandated training and continuing education, Document client interactions in Salesforce
Seniority
Mid-level, performance-driven IC