Working with high-net worth individuals identifying needs
Developing relationships, reviewing financial goals, and delivering comprehensive recommendations
Collaborating with and being mentored by Merrill Financial Advisor Teams
Developing a book of business to meet and exceed established performance hurdles
Effectively prioritizing sourcing prospective clients and capitalizing on referrals
Assessing customer needs and referring customers to the appropriate internal specialists
Executing highly customized solutions to meet client needs
Recommending investment products and services based on objectives and preferences
Balancing investment growth, referral activities, customer follow up, prospect building
Organizing and managing resources to run a productive practice
Seeking expertise of specialists to identify planning and investment strategies for clients
Completing mandated training, assessments, performance goals and continuing education requirements

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

Financial Advisor – Merrill Advisor Development Program

Key skills