Wealth Advisor Development Program – Southern CT

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

Job summary

Merrill Wealth Management is seeking a motivated individual for the Advisor Development Program - Financial Advisor. You will build relationships with high-net-worth clients, identify needs, and deliver comprehensive recommendations under mentorship.

You'll collaborate with Merrill advisor teams, complete mandated training, and grow a regulated book of business through prospecting and referrals. Incentives align with performance and client growth.

Qualifications

• Must hold Series 7 & 66 licenses and/or equivalents.
• Minimum 1 year in financial services or sales with goals met.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Handle inbound inquiries and introduce Merrill offerings to prospects.
• Profile client data, perform KYC, and open accounts as appropriate.
• Provide investment recommendations aligned with client objectives and risk profiles.

Skills

Series 7

Series 66

Relationship building

Prospecting

Sales experience

KYC

Education

Bachelor's degree

High School Diploma

Tools

Salesforce

MS Office

Job description

Merrill Wealth Management is seeking a motivated individual for the Advisor Development Program - Financial Advisor. You will build relationships with high-net-worth clients, identify needs, and deliver comprehensive recommendations under mentorship.

You'll collaborate with Merrill advisor teams, complete mandated training, and grow a regulated book of business through prospecting and referrals. Incentives align with performance and client growth.