Financial Advisor

Handles inbound inquiries from leads regarding Merrill offerings Positions the extensive capabilities of Merrill and Bank of America Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate 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 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 Core Competencies Demonstrates expertise in client engagement and investment product recommendations, leveraging strong interpersonal skills and a results-oriented approach to meet client needs and exceed performance goals. Highest-signal resume keywords Series 7 License Series 66 License Investment Knowledge Salesforce Proficiency Client Relationship Management ATS Optimization Keywords Hard Skills Investment Products KYC Procedures Client Profiling Financial Advisory Goal Achievement Soft Skills Interpersonal Skills Effective Communication Trust Building Collaborative Teamwork Listening Skills Certifications & Qualifications Series 7 License Series 66 License Series 63 License Series 65 License Industry Keywords Financial Services Investments Industry Client Engagement Prospecting Networking Tools & Technologies Microsoft Word Microsoft PowerPoint Microsoft Excel #J-18808-Ljbffr Jobtailor