Financial Advisor San Diego Merrill Lynch
Overview
We seek a dynamic Financial Advisor to lead client relationships in San Diego. The ideal candidate will develop a book of business, prioritize prospecting, and balance client acquisition with portfolio growth. This role emphasizes personalized advice and leveraging Bank of America's resources to exceed performance targets.
What You'll Do9
- 1Handle inbound leads and present Merrill offerings
- 2Collect client profiles following KYC procedures
- 3Serve as interim advisor and document interactions in Salesforce
- 4Provide tailored investment recommendations based on client goals
- 5Maintain accurate records and drive referral activities
- 6Collaborate with banking partners to offer integrated solutions
- 7Balance prospecting with administrative compliance and personal development
- 8Execute complex tasks such as closing deals and managing budgets
- 9Seek specialist expertise for strategic planning
Requirements10
- 1Series 7 and 66 licenses or 63/65 equivalents
- 2One year financial services or sales experience with measurable results
- 3One year investment industry experience with product knowledge
- 4Strong interpersonal and relationship-building abilities
- 5Proven ability to assess client needs and recommend solutions
- 6Experience in goal-oriented sales and client acquisition
- 7Ability to work in a high-performance, commission-based environment
- 8Bachelor’s degree or equivalent experience
- 9Familiarity with Microsoft Office Suite
- 10Entrepreneurial mindset with networking skills
Salary Insight
$80 - $90k per year
Location
Required Skills
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