Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering recommendations.
Collaborate with and be mentored by Merrill Financial Advisor Teams.
Develop a book of business to meet and exceed established performance hurdles.
Effectively prioritize sourcing prospective clients and executing customized solutions to meet client needs.
Recommend investment products suitable for prospects based on their objectives and risk profile.
Balance growth, referral activities, customer follow up, prospect building, and personal growth.

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, including investment training and in-depth knowledge of investment products and services.
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.
Proven ability to assess needs and recommend appropriate solutions/interventions.
Proven ability to work collaboratively on a team and with key partners.
Proven ability to listen and probe for clarity and understanding.
Goal and results oriented.
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.
Ability to work in an environment where the majority of your compensation is tied to your performance.
Strong follow-through skills.
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.

Merrill Wealth Management offers competitive benefits to support employees' physical, emotional, and financial well-being.
Opportunity for professional development and career growth.
Access to comprehensive wealth management and investment products and services.

Financial Advisor – Desert Mountain Market

Key skills