Wealth Advisor Development Program: Launch Your Financial Career

United States Digital Space LLC; Roseville (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Incentive plan

Job summary

Merrill Wealth Management in Roseville, CA seeks a Financial Advisor Development Program participant to grow a client book and deliver tailored investment advice. You will source prospects, assess client needs, and present solutions while collaborating with banking and investment partners.

Ongoing training and performance-based growth are core to the role. Responsibilities include handling inbound inquiries, opening accounts with proper KYC, and recommending suitable investment products to meet

Qualifications

• Series 7 & 66 licenses required (63/65 in lieu of 66).
• Minimum 1 year in financial services or sales with targets met or exceeded.
• Investments industry training and knowledge of products/services.
• Strong interpersonal and relationship-building skills.
• Excellent oral and written communication; ability to build trust quickly.

Responsibilities

• Handle inbound inquiries and position Merrill capabilities to clients.
• Open client accounts following KYC procedures and gather profile data.
• Provide investment product recommendations aligned to client objectives and risk tolerance.

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

Job description

Merrill Wealth Management in Roseville, CA seeks a Financial Advisor Development Program participant to grow a client book and deliver tailored investment advice. You will source prospects, assess client needs, and present solutions while collaborating with banking and investment partners.

Ongoing training and performance-based growth are core to the role. Responsibilities include handling inbound inquiries, opening accounts with proper KYC, and recommending suitable investment products to meet