Financial Advisor – Merrill Advisor Development Program

Jobtailor; Melville (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor is seeking a professional in New York with securities licenses to act as an interim Financial Advisor, handling inbound inquiries and collecting client data to provide informed recommendations based on client profiles.

The role emphasizes strong client engagement, sales experience, and the ability to influence client decisions while maintaining compliant advisory practices in the financial services sector.

Qualifications

• Holds Series 7 and Series 66 licenses (63/65 in lieu of 66).
• At least 1 year of experience in financial services or a sales environment.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication skills.

Responsibilities

• Handling inbound inquiries from leads regarding Merrill offerings.
• Collecting the necessary client profile data.
• Serves as interim Financial Advisor, providing recommendations based on client profiles.

Skills

Series 7 License

Series 66 License

Financial Advisory

Client Engagement

Sales Experience

Job description

• Handling inbound inquiries from leads regarding Merrill offerings
• Collecting the necessary client profile data
• Serves as interim Financial Advisor, providing recommendations based on client profiles

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
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal)

Core Competencies

Demonstrates expertise in client engagement and financial advisory services, leveraging strong communication and relationship-building skills to influence client decisions. Holds necessary financial licenses and possesses experience in the financial services industry.

Highest-signal resume keywords

• Series 7 License
• Series 66 License
• Financial Advisory
• Client Engagement
• Sales Experience

ATS Optimization Keywords

Soft Skills

• Interpersonal Skills
• Relationship Building
• Effective Communication

Certifications & Qualifications

• Series 7 License
• Series 66 License
• Series 63 License
• Series 65 License

Industry Keywords

• Financial Services
• Client Profile Data
• Inbound Inquiries
• Recommendations