Wealth Advisor for High-Net-Worth Clients

Merrill; Exton (PA); On-site; USD 80,000 - 140,000; Full time

Job summary

Merrill Wealth Management is seeking a Financial Advisor/Wealth Management professional to serve high-net-worth clients with comprehensive wealth management strategies, including retirement and education planning. You will leverage Merrill and Bank of America capabilities to identify needs, develop relationships, and present investment recommendations, while adhering to privacy and regulatory guidelines.

Role emphasizes prospecting, collaboration with partners, and performance-driven

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 as substitute)
• Minimum 1 year in investments industry or financial services/sales environment
• Proven ability to engage, influence and build trust with clients

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collect client data following KYC to open accounts
• Serve as interim Financial Advisor to recommend suitable investment products
• Document all client interactions in Salesforce

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

Financial services industry experience

Job description

Merrill Wealth Management is seeking a Financial Advisor/Wealth Management professional to serve high-net-worth clients with comprehensive wealth management strategies, including retirement and education planning. You will leverage Merrill and Bank of America capabilities to identify needs, develop relationships, and present investment recommendations, while adhering to privacy and regulatory guidelines.

Role emphasizes prospecting, collaboration with partners, and performance-driven