Consultant for SS&C Genesis implementing Advent Investment Suite and Geneva applications in financial services. Engaging with clients to deliver customized training and technical solutions across hybrid environments.
About the role
- Financial Advisor position at Merrill Wealth Management assisting high-net worth individuals in Arizona. Responsibilities include client engagement, investment product recommendations, and collaboration with advisory teams.
Responsibilities
- Handling inbound inquiries from leads regarding Merrill offerings
- Positioning the extensive capabilities of Merrill and Bank of America
- Collecting the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serving as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
- Documenting all client interactions and opportunities within Salesforce accurately
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- 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 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
- Entrepreneurial mindset with a proven ability to source clients through extensive 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
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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