Financial Advisor – Merrill Advisor Development Program

Jobtailor

Dallas (TX)

On-site

USD 70,000 - 120,000

Full time

14 days+

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Job summary

Jobtailor is seeking a Financial Advisor to work with high-net-worth individuals in a Dallas-area role. You will identify client needs, develop relationships, and deliver comprehensive investment recommendations daily.

You will collaborate with Merrill Financial Advisor Teams and strive to grow your book of business while meeting performance targets through proactive prospecting and tailored financial solutions.

Qualifications

Currently holds Series 7 license and Series 66 (or 63/65 in lieu).
Minimum 1 year experience in financial services or sales with goals met.
Investments industry experience with knowledge of investment products.
Strong interpersonal and relationship-building skills.
Entrepreneurial mindset with ability to source clients through networking.

Responsibilities

Identify needs and develop relationships with high-net-worth individuals.
Collaborate with Merrill Financial Advisor Teams and mentors.
Develop a book of business to meet performance hurdles.
Prioritize sourcing clients and delivering customized solutions.
Recommend investment products based on client objectives.
Balance growth, referrals, follow-up, and personal development.
Organize resources to run a productive practice.
Consult specialists to identify planning and investment strategies.
Complete training, assessments, goals and continuing education.

Skills

Interpersonal Skills

Effective Communication

Trust Building

Collaborative Teamwork

Listening Skills

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Responsibilities

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 executing highly customized solutions
Recommending investment products and services based on client objectives
Balancing investment growth, referral activities, customer follow up, and personal growth and development
Organizing and managing resources to run a productive practice
Seeking the expertise of specialists to identify planning and investment strategies for a client
Completing mandated training, assessments, performance goals and continuing education requirements

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

Core Competencies

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

Hard Skills