Merrill Lynch Financial Advisor Business Development Program - (Conroe, TX)

Position summary: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