Merrill Advisor Development Program - Financial Advisor: Long Island East Market
About the role
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. As a Merrill Advisor Development Program – Financial Advisor, you will work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.
Responsibilities
- Handle inbound inquiries from leads regarding Merrill offerings
- Position the extensive capabilities of Merrill and Bank of America
- Collect necessary client profile data following standard KYC procedures to open accounts
- Serve as interim Financial Advisor, recommending suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
- Service client accounts
- Document all client interactions and opportunities within Salesforce accurately
Requirements
- Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
- Minimum of one year experience working in the financial services 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) with a proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions
- 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 compensation is tied to performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel
Desired Qualifications
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Ability to learn and adapt to new technology or applications
- Ability to execute multiple tasks simultaneously
Skills
- Business Acumen
- Business Development
- Oral Communications
- Prospecting
- Wealth Planning
- Analytical Thinking
- Client Experience Branding
- Client Investments Management
- Portfolio Analysis
- Risk Management
- Active Listening
- Client Solutions Advisory
- Emotional Intelligence
- Referral Management
- Trading
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.