Financial Advisor
Jobtailor
Handle inbound inquiries from leads regarding Merrill offerings Position the extensive capabilities of Merrill and Bank of America Collect the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serve 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 Document 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) Goal and results oriented 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 client engagement and relationship building. Proficient in KYC procedures and skilled in utilizing Salesforce for client documentation and account management. #J-18808-Ljbffr
Vacancy posted 2 days ago
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