Wealth Advisor for High-Net-Worth Clients

Merrill; Washington (District of Columbia); Presencial; USD 80 000 - 90 000; Tempo integral

Resumo da oferta

Merrill Wealth Management seeks a Financial Advisor/Client Associate to work with high-net-worth individuals, reviewing investment goals and preparing recommendations. You will leverage technology and engage prospects to grow business, while maintaining strong client relationships and adhering to privacy/regulatory guidelines.

The role emphasizes a results-driven, collaborative team environment with compensation tied to performance and opportunities for career development.

Qualificações

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66).
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility.
• Effective communication skills (written and verbal).
• Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions.
• Proven ability to work collaboratively on a team and with key partners.
• Goal and results oriented with strong follow-through skills.
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.

Responsabilidades

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts.
• Documents all client interactions and opportunities within Salesforce accurately.

Conhecimentos

Series 7/66 licenses

Investment knowledge

Sales-driven

Interpersonal skills

Communication

Relationship building

Prospecting

Analytical thinking

Active listening

Formação académica

Bachelor's degree

Ferramentas

Microsoft Word

PowerPoint

Excel

Descrição da oferta de emprego

Merrill Wealth Management seeks a Financial Advisor/Client Associate to work with high-net-worth individuals, reviewing investment goals and preparing recommendations. You will leverage technology and engage prospects to grow business, while maintaining strong client relationships and adhering to privacy/regulatory guidelines.

The role emphasizes a results-driven, collaborative team environment with compensation tied to performance and opportunities for career development.