Investment Advisor: Inbound Leads & Client Solutions
Jobtailor
Merrill offers opportunities as an Interim Financial Advisor in the Phoenix area, focusing on engaging prospects and clients, presenting Merrill solutions, and building trust through expert recommendation of investment products tailored to objectives and risk profiles. Role requires Series 7/66 licenses and solid experience in financial services or sales, with strong communication and relationship-building skills. Primary duties include KYC-compliant data collection and Salesforce recordkeeping. #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
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