Wealth Management Advisor – Growth Path Program

National Black MBA Association; Village of Williamsville (NY); On-site; USD 103,320,000 - 117,096,000; Full time

Job summary

Merrill Wealth Management is seeking individuals to work with high-net-worth clients in a Merrill branch, developing relationships, reviewing investment goals, and preparing recommendations aligned with client objectives.

Through the Advisor Development Program, you'll receive training and mentorship to become an independent financial advisor, with opportunities to work with affluent clients and advance within the MFSA pathway at Merrill.

Qualifications

• Currently holds FINRA SIE.
• 4+ years of progressive professional and/or military experience.
• 2+ years of experience in the investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.

Responsibilities

• Learns to provide tailored and personalized advice to clients through reviews and presentations and develops financial goals with management.
• Understands client solutions best suited for their financial needs, including core Banking and Investment/Life Priority solutions.
• Shadows Financial Advisor teams to build network and promote portfolio growth.
• Leverages resources to optimize the customer experience and service delivery with accuracy.
• Participates in ongoing training to grow a book of business and meet financial targets.
• Builds relationships with internal service providers to meet client needs and asset thresholds.
• Manages risk proactively in all aspects of business, product, and service transactions.

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience Branding

Issue Management

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree (Business-related)

Certifications (CFP/CRPC)

Insurance licenses

Job description

Merrill Wealth Management is seeking individuals to work with high-net-worth clients in a Merrill branch, developing relationships, reviewing investment goals, and preparing recommendations aligned with client objectives.

Through the Advisor Development Program, you'll receive training and mentorship to become an independent financial advisor, with opportunities to work with affluent clients and advance within the MFSA pathway at Merrill.