Financial Advisor – Merrill Advisor Development Program

Job in Melville, Suffolk County, New York, 11775, USA

Listing for: Jobtailor

Full Time position
Listed on 2026-08-02

Job specializations:

Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management

Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR

Handling inbound inquiries from leads regarding Merrill offerings
Collecting the necessary client profile data
Serves as interim Financial Advisor, providing recommendations based on client profiles

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
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)

Core Competencies

Demonstrates expertise in client engagement and financial advisory services, leveraging strong communication and relationship-building skills to influence client decisions. Holds necessary financial licenses and possesses experience in the financial services industry.

Highest-signal resume keywords

Series 7 License
Series 66 License
Financial Advisory
Client Engagement
Sales Experience

ATS Optimization Keywords Soft Skills

Interpersonal Skills
Relationship Building
Effective Communication

Certifications & Qualifications

Series 7 License
Series 66 License
Series 63 License
Series 65 License

Industry Keywords

Financial Services
Client Profile Data
Inbound Inquiries
Recommendations

#J-18808-Ljbffr

To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction