Financial Advisor

Responsibilities

• Work with high-net worth individuals to identify needs and develop relationships.
• Review financial goals and deliver comprehensive recommendations that align with client goals.
• Collaborate with and be mentored by Merrill Financial Advisor Teams.
• Develop a book of business to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients and capitalize on referrals.
• Recommend investment products and services suitable for prospects based on objectives.
• Balance investment growth, referral activities, and personal growth and development.
• Complete mandated training, assessments, performance goals, and continuing education requirements.

• Currently holds Series 7 and 66 licenses (63 and 65 in lieu of 66).
• Minimum of one year experience in the financial services 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 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 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 products, 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.