Financial Advisor – Merrill Advisor Development Program
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2026-07-21
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Responsibilities
- Working with high-net worth individuals to identify needs and develop relationships
- Reviewing financial goals and delivering comprehensive recommendations
- Collaborating with and being mentored by Merrill Financial Advisor Teams
- Developing a book of business to meet and exceed performance hurdles
- Prioritizing sourcing prospective clients and capitalizing on referrals
- Recommending suitable investment products and services
- Balancing investment growth, referral activities, customer follow up, and personal development
- Organizing and managing resources to run a productive practice
- Completing mandated training, assessments, and performance goals
- 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
- 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 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
Demonstrates expertise in financial services and investment strategies, with a strong focus on relationship building and client engagement. Proven ability to meet performance goals through effective prospecting, networking, and collaboration with financial advisor teams.
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