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Merrill Team Financial Advisor

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5 days ago
💰 58K-72K USD/year
🛢️ Workday
Full Time
💼 In-Person
🟡 Junior (3 Years)
💹 Finance Jobs
✍️ Full Description
Merrill Wealth Management is seeking a Team Financial Advisor to develop a book of business, engage with clients, and recommend investment products and services. The role requires a proven ability to engage with and influence others, exceptional interpersonal and relationship building skills, and effective communication skills.

Requirements

  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • 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
  • Proven track record of success
  • Proficiency in using Sales Force / Client Relationship Manager Tool
  • Strong understanding of the Financial Advisor role

Benefits

  • Industry-leading benefits
  • Paid time off
  • Resources and support to make a genuine impact and contribute to the sustainable growth of our business and the communities we serve
  • Formulaic incentive eligible
  • Incentives as detailed by the specific line of business incentive plan provisions
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