About this role

Responsible for working with high-net worth individuals identifying needs and developing relationships
Deliver comprehensive recommendations that align with the goals of both existing and prospective clients
Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth
Develop a book of business to meet and exceed established performance hurdles
Recommending investment products and services that are suitable for prospects based on their objectives
Organizing and managing resources to run a productive practice

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Minimum of one year experience in the investments industry
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Financial Advisor

Key skills