Merrill Advisor Development Program - Financial Advisor - Oregon & Southwest WA
Core
Serve as an interim Financial Advisor for high-net-worth clients, identifying needs, developing relationships, and preparing investment recommendations.
Role type
Financial Advisor (Development Program)
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, investment product knowledge, prospecting, regulatory compliance (SAFE Act)
Preferred skills
Bachelor's degree, adaptability to new technologies, multi-priority management
Technologies
Salesforce, Microsoft Office Suite (Word, PowerPoint, Excel)
Responsibilities
Handle inbound inquiries, collect client profile data via KYC procedures, serve as interim Financial Advisor providing investment recommendations, document client interactions in Salesforce, assist with business development plans, provide residential mortgage loans if applicable
Seniority
Entry-level to Junior, career transition focused