Merrill Advisor Development Program- Financial Advisor: Volunteer State Market
On-siteChattanooga, Tennessee, United States or Nashville, Tennessee, United States
Job Summary
Conduct comprehensive wealth management services for high-net-worth individuals by identifying needs, developing relationships, and delivering customized investment recommendations aligned with client life goals. Manage a book of business by sourcing prospective clients, capitalizing on referrals, and executing highly customized solutions while servicing existing accounts. Collect client profile data following KYC procedures to open accounts, document all interactions within Salesforce, and recommend suitable products based on objectives, risk profiles, and time horizons. Balance investment growth, referral activities, customer follow-up, and administrative compliance to meet established performance hurdles. Collaborate with core banking and investment partners to provide end-to-end financial advice, supported by one-on-one coaching and defined consultative approaches.
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
- 1st shift (United States of America)
- 40 Hours Per Week
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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