Wealth Advisor Development Program for High-Net-Worth Clients

United States Digital Space LLC; Madison (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations aligned with client objectives.

You will be mentored by Merrill teams to grow your portfolio and skills. The role emphasizes building a robust advisory practice, working with high-net-worth individuals, and completing required trainings and licensing to advance within the program.

Qualifications

• Current Series 7 and Series 66 licenses (or 63/65 in lieu of 66) required.
• Minimum 1 year in financial services or sales with target attainment.
• Strong interpersonal and relationship-building skills with the ability to build trust.

Responsibilities

• Handles inbound inquiries, opens accounts per KYC, and recommends suitable investment products.
• Builds and expands a book of business, collaborates with Merrill teams, and maintains Salesforce records.

Skills

Licensing: Series 7

Licensing: Series 66

Prospecting

Relationship building

Financial products knowledge

Sales competencies

Communication

Team collaboration

Technical literacy

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations aligned with client objectives.

You will be mentored by Merrill teams to grow your portfolio and skills. The role emphasizes building a robust advisory practice, working with high-net-worth individuals, and completing required trainings and licensing to advance within the program.