Merrill Advisor Development Program - Financial Advisor: West Central Michigan Market

About the role

Merrill Advisor Development Program is designed for individuals interested in transitioning into a career as a Financial Advisor. As a part of this program, you will work with high-net-worth individuals, develop relationships, review financial goals, and deliver comprehensive recommendations that align with the goals of both existing and prospective clients.

Responsibilities

• Develops a book of business to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommends investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile, and preferences
• Balances investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
• Organizes and manages resources (time, people, budget) to run a productive practice
• Sets up and maintains client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Requirements

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

Desired Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously

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