Responsible for working with high-net worth individuals identifying needs and developing relationships
Reviewing financial goals and delivering recommendations that align with client goals
Collaborate with and be mentored by Merrill Financial Advisor Teams
Developing a book of business to meet and exceed established performance hurdles
Effectively prioritizes sourcing prospective clients and executing customized solutions
Recommending investment products and services suitable for prospects
Balancing investment growth, referral activities, and compliance activities
Organizing and managing resources to run a productive practice
Completing mandated training and assessments

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum of one year experience in financial service industry and/or a sales environment
Minimum of one year experience in 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
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 prospecting and networking
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Financial Advisor – Greater Orange County Market

Key skills