Wealth Advisor for High-Net-Worth Clients | Growth & Impact

NBMBAA; Las Vegas (NV); In loco; USD 80.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

In-office culture

Formulaic incentive plan

Benefits package

Descrizione del lavoro

Merrill Wealth Management is seeking a disciplined professional to work with high-net-worth clients, identifying needs, building relationships, reviewing goals, and preparing investment recommendations. You will leverage technology to drive growth, profile clients, and execute business development plans in a results-driven environment.

You will operate within an in-office culture that values collaboration, compliance, and ongoing career development, with a compensation model tied to performance

Competenze

• Currently holds Series 7 and 66 licenses (or 63/65 in lieu of 66).
• Minimum of one year of experience in the investments industry.
• Minimum of one year of experience in financial services or a sales environment with targets.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.

Mansioni

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data following KYC to open accounts.
• Serves as interim Financial Advisor, recommending suitable investment products.
• Documents all client interactions in Salesforce.

Conoscenze

Client relationships

Prospecting

Communication

Active listening

Team collaboration

Goal orientation

Entrepreneurial mindset

Relationship building

Formazione

High School Diploma

Bachelor's degree

Strumenti

Salesforce

Microsoft Word

PowerPoint

Excel

Descrizione del lavoro

Merrill Wealth Management is seeking a disciplined professional to work with high-net-worth clients, identifying needs, building relationships, reviewing goals, and preparing investment recommendations. You will leverage technology to drive growth, profile clients, and execute business development plans in a results-driven environment.

You will operate within an in-office culture that values collaboration, compliance, and ongoing career development, with a compensation model tied to performance