Merrill Lynch Financial Advisor Business Development Program - (Accomac, VA)

Position overview: The Financial Advisor Trainee engages in: •Developing a book of business in order to meet and exceed the required performance hurdles •Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs •Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences •Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan •Planning and managing resources (time, people, budget) to run a productive practice •Seeking the ability of specialists, where appropriate, to identify planning and investment strategies for a client