Financial Advisor

Responsibilities Work with high-net worth individuals to identify needs and develop relationships. Review financial goals and deliver comprehensive recommendations that align with client goals. Collaborate with and be mentored by Merrill Financial Advisor Teams. Develop a book of business to meet and exceed established performance hurdles. Prioritize sourcing prospective clients and capitalize on referrals. Recommend investment products and services suitable for prospects based on objectives. Balance investment growth, referral activities, and personal growth and development. Complete mandated training, assessments, performance goals, and continuing education requirements. Requirements Currently holds Series 7 and 66 licenses (63 and 65 in lieu of 66). Minimum of one year experience in the financial services 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 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 financial services and investment products, with a strong focus on relationship building and client engagement. Proven ability to meet performance goals through effective prospecting, networking, and collaboration with financial advisor teams. #J-18808-Ljbffr Jobtailor