The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Responsibilities
Handles inbound inquiries from leads regarding Merrill offering
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s)
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately
Requirements
High School Diploma / GED / Secondary School or equivalent
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. The role involves working with high-net worth individuals, identifying needs, developing relationships, and delivering comprehensive recommendations.
Locations (4)
Garden City, New York, United States
Forest Hills, New York, United States
Great Neck, New York, United States
Lynbrook, New York, United States
Compensation
$80,000.00 - $90,000.00 annualized salary
Responsibilities
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