Financial Advisor – Merrill Advisor Development Program

Jobtailor; Sarasota (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor is seeking a results-driven financial services professional to build relationships with high-net-worth individuals and deliver tailored investment recommendations. You will leverage your Series 7 and 66 licenses, work with Merrill Financial Advisor Teams, and develop a robust client book through proactive prospecting and referrals, while meeting performance hurdles.

This role rewards performance, with compensation tied to results, and requires strong communication, listening, and

Qualifications

• Series 7 and 66 licenses required (63/65 acceptable in lieu of 66).
• At least 1 year in financial services or a sales environment with quota attainment.
• At least 1 year of experience in the investments industry.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Proven ability to build trust and credibility.
• Ability to assess needs and recommend appropriate solutions.
• Entrepreneurial mindset with client prospecting and networking.

Responsibilities

• Identify needs of high-net-worth individuals and develop relationships.
• Review financial goals and deliver comprehensive recommendations.
• Collaborate with Merrill Financial Advisor Teams for mentorship.
• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients and capitalizing on referrals.
• Recommend suitable investment products and services.
• Balance growth, referrals, follow up, and personal development.
• Organize and manage resources to run a productive practice.
• Complete mandated training, assessments, and performance goals.

Skills

Series 7 & 66 licenses

Prospecting & networking

Relationship building

Strong communication

Listening & probing

Team collaboration

Sales & quota attainment

Trust & credibility

Microsoft Office

Tools

Microsoft Word

PowerPoint

Excel

Job description

Responsibilities

• Working with high-net worth individuals to identify needs and develop 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 performance hurdles
• Prioritizing sourcing prospective clients and capitalizing on referrals
• Recommending suitable investment products and services
• Balancing investment growth, referral activities, customer follow up, and personal development
• Organizing and managing resources to run a productive practice
• Completing mandated training, assessments, and performance goals

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
• 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 strategies, 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.