Wealth Advisor in Training - Build Your Client Book

ghr; Westborough (MA); On-site; USD 52,000 - 59,000; Full time

Benefits offered by this job

Shift: 1st shift

Job summary

Merrill Wealth Management is seeking a driven Advisor Development Program participant to work with high-net-worth clients in a Merrill branch. You will identify needs, build relationships, and deliver investment recommendations aligned with client goals, while collaborating with Merrill teams to drive portfolio growth.

Role involves training, regulatory compliance, and potential mortgage loan origination duties under SAFE Act, with a focus on developing a sustainable book of business within Bank

Qualifications

• FINRA SIE required.
• 4+ years progressive professional and/or military experience.
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.
• Self-starter with strong time management and prioritization.
• Strong relationship-building and communication skills.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Incorporates regulatory due diligence into daily activities and long-term strategies.

Responsibilities

• Provide tailored and personalized advice to clients through reviews and presentations.
• Identify client solutions best suited to financial needs, including core Banking and Investment and Life Priority solutions.
• Shadow advisor teams to promote portfolio growth and expand client network.
• Leverage resources and technology to optimize the customer experience and ensure operational excellence.
• Participate in ongoing training to develop a book of business and meet financial targets.
• Build relationships with internal service providers based on client needs and asset thresholds.
• Manage risk across business activities leveraging available tools.

Job description

Merrill Wealth Management is seeking a driven Advisor Development Program participant to work with high-net-worth clients in a Merrill branch. You will identify needs, build relationships, and deliver investment recommendations aligned with client goals, while collaborating with Merrill teams to drive portfolio growth.

Role involves training, regulatory compliance, and potential mortgage loan origination duties under SAFE Act, with a focus on developing a sustainable book of business within Bank