Investment Advisor: Inbound Leads & Client Solutions

Jobtailor; Phoenix (AZ); On-site; USD 80,000 - 120,000; Full time

Job summary

Merrill offers opportunities as an Interim Financial Advisor in the Phoenix area, focusing on engaging prospects and clients, presenting Merrill solutions, and building trust through expert recommendation of investment products tailored to objectives and risk profiles.

Role requires Series 7/66 licenses and solid experience in financial services or sales, with strong communication and relationship-building skills. Primary duties include KYC-compliant data collection and Salesforce recordkeeping.

Qualifications

• Minimum one year in financial services or a sales environment with quota attainment.
• Experience in investments and knowledge of investment products and services.
• Licenses: Series 7 & 66 (or 63/65 in lieu of 66) held or in progress.

Responsibilities

• Handle inbound inquiries about Merrill offerings and position Merrill capabilities.
• Collect client profile data following KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document client interactions and opportunities in Salesforce accurately.

Skills

Client engagement

Investment knowledge

Sales experience

Relationship building

Effective communication

Prospecting & networking

Team collaboration

Listening skills

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Merrill offers opportunities as an Interim Financial Advisor in the Phoenix area, focusing on engaging prospects and clients, presenting Merrill solutions, and building trust through expert recommendation of investment products tailored to objectives and risk profiles.

Role requires Series 7/66 licenses and solid experience in financial services or sales, with strong communication and relationship-building skills. Primary duties include KYC-compliant data collection and Salesforce recordkeeping.