Merrill Advisor Development Program - Financial Advisor: Fort Worth & Associates
On-siteFort Worth, Texas, United States or Amarillo, Texas, United States
Job Summary
Develop a book of business by meeting high-net worth individuals, identifying needs, and delivering customized investment recommendations aligned with client goals. Prioritize prospecting, referrals, and customer follow-up while servicing existing accounts and recommending suitable products based on risk profiles and time horizons. Handle inbound inquiries, collect client profile data following KYC procedures, and document all interactions within Salesforce. Collaborate with specialists to identify planning strategies and balance administrative compliance with personal growth development. Complete mandated training, assessments, and continuing education requirements to build a productive practice.
Required Qualifications
- 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 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
- 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
- This position is subject to SAFE Act registration requirements
- Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process
- Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
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
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