Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
The Merrill Wealth Management Team Financial Advisor (TFA) engages in developing a book of business, sourcing prospective clients, and recommending suitable investment products and services.
Merrill is committed to an in-office culture with specific requirements for office-based attendance, valuing diversity and empowering employees to bring their whole selves to work.
Matching Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Skills & Requirements
Must-have
Sales experience with outbound techniques
Assess customer needs and recommend solutions
Build trust and credibility with clients
Goal and results oriented
Work in performance-based compensation environment
Nice-to-have
Proven ability to engage and influence
Exceptional interpersonal skills
Collaborative team player
Strong follow-through skills
Proficiency in Sales Force CRM
Key Requirements
At least three years of full time sales experience