Wealth Advisor Development Program — Launch Your Career

United States Digital Space LLC; New York (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Job summary

Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor to work with high-net-worth clients, identifying needs, building relationships, reviewing goals, and delivering comprehensive recommendations aligned with client objectives.

You will collaborate with Merrill advisor teams to grow your experience, develop a book of business, and receive training and mentorship within a structured program designed to advance your career in wealth management.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year in financial services or a sales environment with goals met or exceeded.
• Minimum one year in the investments industry with training and product knowledge.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship-building skills.
• Effective written and verbal communication; ability to quickly build trust.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and the company.
• Collects the necessary client profile data, following standard KYC procedures to open accounts.
• Serves as interim Financial Advisor, offering suitable investment recommendations and 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

Salesforce

Excel

PowerPoint

Word

Job description

Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor to work with high-net-worth clients, identifying needs, building relationships, reviewing goals, and delivering comprehensive recommendations aligned with client objectives.

You will collaborate with Merrill advisor teams to grow your experience, develop a book of business, and receive training and mentorship within a structured program designed to advance your career in wealth management.