Wealth Advisor for High-Net-Worth Clients

Merrill; Columbus (OH); In loco; USD 80.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Incentive plan eligibility

Benefits eligible

Descrizione del lavoro

Merrill Wealth Management is seeking a client-facing advisor who will work with high-net-worth clients to identify needs, build relationships and review investment goals. You will leverage technology and a strong advisory approach to drive growth, while aligning with privacy and regulatory guidelines.

The role blends client service with ongoing business development and Salesforce-based activity tracking. The position requires Series 7 and 66 (or equivalents), at least one year in investments or

Competenze

• Bachelor's degree or equivalent and financial services or sales experience preferred.
• Strong client relationship and communication skills with a track record of meeting goals.
• Proven ability to source clients through prospecting and networking while using tech tools.

Mansioni

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor, recommending suitable investments.
• Document client interactions and opportunities in Salesforce.

Conoscenze

Interpersonal skills

Communication skills

Active listening

Team collaboration

Prospecting

Networking

Entrepreneurial mindset

Client relationship management

Sales experience

Financial services knowledge

Formazione

Bachelor's degree

High School Diploma / GED

Strumenti

Microsoft Word

PowerPoint

Excel

Descrizione del lavoro

Merrill Wealth Management is seeking a client-facing advisor who will work with high-net-worth clients to identify needs, build relationships and review investment goals. You will leverage technology and a strong advisory approach to drive growth, while aligning with privacy and regulatory guidelines.

The role blends client service with ongoing business development and Salesforce-based activity tracking. The position requires Series 7 and 66 (or equivalents), at least one year in investments or