Advisor Development Financial Advisor - Merrill

Become a Financial Advisor in Merrill's Advisor Development Program and drive client success through tailored investment advice. Focus on high-net-worth individuals while cultivating enduring relationships.
This advisory role is designed for individuals eager to excel in financial services by engaging with high-net-worth clients. You'll be responsible for understanding clients' goals, providing strategic recommendations, and building a robust portfolio through effective prospecting and referrals. Training and mentorship from experienced Merrill advisors will elevate your career trajectory.
Key Responsibilities:
• Develop and nurture a personal book of business
• Identify client needs and recommend investment options
• Provide service and support for client accounts
• Balance daily operations with performance targets
• Document client interactions within Salesforce
Requirements:
• Current Series 7 & 66 licenses
• Minimum one year experience in investments o...