Ghr
Team Financial Advisor
Atlanta · Full-time
Sponsorship not specifiedDetected 1 day ago
SalesBusiness DevelopmentOutbound SalesExcelLeadershipCommunicationCollaborationMentoringMicrosoft Office
About the role
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
- Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
- We believe trust comes from transparency.
Responsibilities
- Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.
Requirements
- Proven ability to engage with and influence others
- Proven ability to assess needs of clients and recommend appropriate solutions/interventions
- Proven ability to listen and probe for clarity and understanding
- 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
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
- At minimum a Bachelor's Degree
- Demonstrated track record of success
- Proficiency in using Sales Force / Client Relationship Manager Tool
- Strong understanding of the Financial Advisor role
Compensation
- Ability to work in an environment where the majority of your compensation is tied to your performance
Benefits
- Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.
Company info
- Financial Advisor receives:
- The strength and name recognition of Merrill and Bank of America.
- World class training throughout their career with Merrill Wealth Management
- State of the art software programs to assist in your success
- Access to a full array of investment and banking products for your clients
- Coaches or mentors located within your office to work with you towards your success
- Ideal candidates:
- 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:
- Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles.
- Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).
This listing is sourced directly from Ghr's careers page and normalized into a canonical job model.