Wealth Advisor Development Program - Grow Your Book

United States Digital Space LLC; Bloomfield Hills (MI); On-site; USD 90,000 - 120,000; Full time

Job summary

Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals to identify needs, review goals, and deliver comprehensive recommendations aligned with client objectives, while collaborating with Merrill teams to promote portfolio growth.

The role emphasizes training, mentorship, and building enduring client relationships, with a focus on sourcing clients through prospecting and networking in a

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year experience in the financial service industry and/or a sales environment with goals 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 of 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 compensation is performance-based
• Strong follow-through skills
• Computer/technical literacy in Microsoft Word, PowerPoint, Excel

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering
• Positions the extensive capabilities of Merrill and the company
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals to identify needs, review goals, and deliver comprehensive recommendations aligned with client objectives, while collaborating with Merrill teams to promote portfolio growth.

The role emphasizes training, mentorship, and building enduring client relationships, with a focus on sourcing clients through prospecting and networking in a