Merrill Team Financial Advisor Business Development Program
The Merrill Wealth Management Team Financial Advisor (TFA) engages in:
The TFA engages in all of the above activities with the support and mentorship of a Financial Advisor Team.
The Team Financial Advisor receives:
The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal.
Essential Duties and Responsibilities:
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 of clients 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
Ability to source clients through 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
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
1st shift (United States of America)
Hours Per Week:
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue their goals by uncovering client concerns and priorities and helping them develop portfolios that align with what they want to achieve, including planning for retirement, ...