The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Bachelor’s degree
- High School Diploma / GED / Secondary School or equivalent
- Nice to have: Bachelor’s degree
- Nice to have: Adaptation to new technology
- Nice to have: Multitasking
Social WorkerWiltshire Career Site · Trowbridge, United Kingdom