About this role

Responsible for working with high-net worth individuals identifying needs and developing relationships
Collaborate with and be mentored by Merrill Financial Advisor Teams
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritize sourcing prospective clients and customizing solutions to meet client needs
Recommending investment products and services suitable for prospects
Balancing investment growth, customer follow up, and administrative compliance
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
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
Goal and results oriented
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Strong follow-through skills

Financial Advisor – Merrill Advisor Development Program

Key skills