Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market

Role Specifics

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for:

• Working with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with the goals of both existing and prospective clients.
• Collaborating with and being mentored by Merrill Financial Advisor Teams to build upon your experience and promote portfolio growth.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Captures the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Serves as an interim Financial Advisor, providing recommendations of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences, and servicing client accounts.
• Documents all client interactions and opportunities within Salesforce accurately.

Required Qualifications

• 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 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.
• Proven 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.

Desired Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Learns and adapts to new technology or applications.
• Executes multiple tasks simultaneously.

Skills

• Business Acumen
• Business Development
• Oral Communications
• Wealth Planning
• Analytical Thinking
• Client Experience
• Brand Management
• Client Investments Management
• Portfolio Analysis
• Risk Management
• Active Listening
• Client Solutions Advisory
• Emotional Intelligence
• Referral Management
• Trading

Benefits

• World-class training and on-boarding programs.
• Training and one-on-one coaching from award-winning Academy at Bank of America and local leadership who are invested in your success.
• Growth in business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
• End-to-end comprehensive advice, delivery of client reviews/presentations with confidence, and recommendation of strategies to help achieve their financial goals and life priorities.
• Collaboration with core banking and investment partners to connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.