Wealth Management: Financial Advisor Development (HNW)

ISHE; Boise, Northern (ID, KY); Hybrid; USD 80,000 - 90,000; Full time

Job summary

Merrill Wealth Management is seeking a proactive Advisor Development Program candidate to build a client book, develop relationships, and deliver comprehensive financial guidance to high-net-worth clients. You will be mentored by Merrill Advisor Teams and Bank of America professionals to grow portfolio value and client trust.

The role emphasizes prospecting, relationship-building, and disciplined adherence to regulatory standards while utilizing Merrill's integrated advisory resources and

Qualifications

• Bachelor's degree or higher; required for advisory track.
• Licensing: Series 7 & 66 (or 63 & 65 in lieu of 66) as stated in qualifications.
• Experience in financial services or sales with proven goal attainment.

Responsibilities

• Handle inquiries from leads about Merrill offerings.
• Build and manage a book of business to meet performance hurdles.
• Provide investment recommendations aligned with client objectives and risk profile.
• Open and service accounts following KYC procedures and regulatory requirements.
• Document client interactions accurately in Salesforce.
• Collaborate with Merrill Advisor Teams and banking partners to grow client wealth.

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

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management is seeking a proactive Advisor Development Program candidate to build a client book, develop relationships, and deliver comprehensive financial guidance to high-net-worth clients. You will be mentored by Merrill Advisor Teams and Bank of America professionals to grow portfolio value and client trust.

The role emphasizes prospecting, relationship-building, and disciplined adherence to regulatory standards while utilizing Merrill's integrated advisory resources and