Financial Advisor

Jobtailor; Orlando (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in Orlando seeks a Financial Advisor to work with high-net-worth clients, identifying goals and delivering tailored investment recommendations. You will collaborate with Merrill Financial Advisor Teams to grow your book of business and meet performance targets.

Requires Series 7/66 licenses, 1+ year in financial services or sales, and strong networking abilities. This role emphasizes relationship-building, proactive prospecting, and excellent communication to drive growth in a

Qualifications

• Hold Series 7 and 66 licenses (63/65 acceptable).
• Minimum 1 year in financial services or a sales role with goals met.
• Investment industry knowledge and training.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication.
• Proven ability to source clients through prospecting and networking.

Responsibilities

• Work with high-net-worth individuals to identify needs and develop relationships.
• Review financial goals and deliver comprehensive recommendations aligned with client objectives.
• Collaborate with Merrill Financial Advisor Teams.
• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients and leverage referrals.
• Recommend investment products and services suitable for prospects.

Skills

Series 7/66 licenses

Sales experience

Interpersonal skills

Communication skills

Prospecting/networking

MS Office

Job description

Responsibilities

• Work with high-net worth individuals to identify needs and develop relationships.
• Review financial goals and deliver comprehensive recommendations that align with client goals.
• Collaborate with and be mentored by Merrill Financial Advisor Teams.
• Develop a book of business to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients and capitalize on referrals.
• Recommend investment products and services suitable for prospects based on objectives.
• Balance investment growth, referral activities, and personal growth and development.
• Complete mandated training, assessments, performance goals, and continuing education requirements.

Requirements

• Currently holds Series 7 and 66 licenses (63 and 65 in lieu of 66).
• Minimum of one year experience in the financial services 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 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.

Core Competencies

Demonstrates expertise in financial services and investment products, with a strong focus on relationship building and client engagement. Proven ability to meet performance goals through effective prospecting, networking, and collaboration with financial advisor teams.