FILLED - Merrill Advisor Development Program - Financial Advisor: Southeast Coastal Market
Core
Financial Advisor in a development program building a book of business with high-net-worth individuals through prospecting, needs analysis, and comprehensive financial recommendations.
Role type
Financial Advisor (Development Program)
Builds
Personal book of business and client portfolios
Domain
Wealth Management / Financial Services
Required skills
Prospecting, Needs Analysis, Investment Product Recommendation, Client Relationship Building, Portfolio Management, Compliance Adherence, Salesforce Proficiency
Preferred skills
Business Development, Wealth Planning, Risk Management, Trading
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Source prospective clients and build a book of business; Assess client financial goals and risk profiles; Recommend suitable investment products and services; Manage client accounts and provide ongoing advice; Document client interactions and opportunities in Salesforce; Complete mandated training and continuing education.
Seniority
Mid-level, hands-on IC