Wealth Advisor Development Program - Launch Advisory Career

United States Digital Space LLC; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Merrill Wealth Management is seeking a Financial Advisor Development Program participant to work with high-net-worth clients, identifying needs and delivering tailored advice. You will be mentored by Merrill Advisor Teams to grow your book of business and provide end-to-end financial guidance.

Responsibilities include sourcing clients via referrals and networking, maintaining client relationships, and completing mandated training and compliance steps. Office-based role with growth potential.

Qualifications

• Licenses: Series 7 and 66 (63/65 in lieu of 66) required.
• Minimum 1 year in financial services or sales with goals met/exceeded.
• Experience in investments industry and knowledge of products/services.
• Strong interpersonal and relationship-building skills.
• Ability to source clients via prospecting and networking.

Responsibilities

• Handle inbound inquiries and open client accounts per KYC procedures.
• Provide investment product recommendations aligned with client objectives.
• Document interactions and opportunities in Salesforce accurately.

Skills

Series 7

Series 66

Sales experience

Investment knowledge

Communication

Team collaboration

Microsoft Excel

PowerPoint

Salesforce

Education

Bachelor's degree

Tools

Salesforce

Job description

Merrill Wealth Management is seeking a Financial Advisor Development Program participant to work with high-net-worth clients, identifying needs and delivering tailored advice. You will be mentored by Merrill Advisor Teams to grow your book of business and provide end-to-end financial guidance.

Responsibilities include sourcing clients via referrals and networking, maintaining client relationships, and completing mandated training and compliance steps. Office-based role with growth potential.