Wealth Advisor Development Program - Launch Your Career

Sacbar; San Diego, Northern (CA, KY); Hybrid; USD 80,000 - 90,000; Full time

Job summary

Merrill Wealth Management is expanding its Advisor Development Program to cultivate future Financial Advisors in the San Diego area. You will work with high-net-worth clients, identify needs, build relationships, and deliver comprehensive recommendations aligned with client goals.

You will receive training and mentorship from Merrill Financial Advisor Teams to grow the practice, while developing a robust consulting approach to investment planning and client service.

Qualifications

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

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open account(s).
• Serves as interim Financial Advisor, providing recommendations of investment products and services based on objectives, resources, time horizon, risk profile, and preferences.
• 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 expanding its Advisor Development Program to cultivate future Financial Advisors in the San Diego area. You will work with high-net-worth clients, identify needs, build relationships, and deliver comprehensive recommendations aligned with client goals.

You will receive training and mentorship from Merrill Financial Advisor Teams to grow the practice, while developing a robust consulting approach to investment planning and client service.