Merrill Advisor Development Program - Financial Advisor: Memphis/Little Rock Market

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Specializing in goals-based wealth management, Merrill helps clients plan for retirement, education, legacy, and other life goals through investment advice and guidance. Financial Advisors and Wealth Management Client Associates work closely with clients to pursue their envisioned life through personalized advisory relationships. Trust is built through transparency, leveraging Merrill’s investment insights and the banking convenience of Bank of America.

Merrill fosters an in-office culture with role-specific flexibility, empowering employees to bring their whole selves to work. The team values diversity in thought, background, and experience, creating a resilient, results-focused community.

About the role

The Advisor Development Program is designed for individuals transitioning into a career as a Financial Advisor. In this role, you will work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver tailored recommendations for both existing and prospective clients. You’ll collaborate with and be mentored by experienced Merrill Financial Advisor Teams to grow your expertise and promote portfolio growth.

Responsibilities

• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients, leveraging referrals, assessing needs, and executing customized solutions.
• Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences.
• Balance investment growth, referral activities, client follow-up, prospect building, compliance, and personal development.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Leverage specialist expertise to identify planning and investment strategies for clients.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• Handle inbound inquiries about Merrill offerings and position the full capabilities of Merrill and Bank of America.
• Collect client profile data following KYC procedures to open accounts as appropriate.
• Serve as an interim Financial Advisor, providing suitable investment recommendations and servicing client accounts.
• Document all client interactions and opportunities accurately in Salesforce.

Requirements

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum of one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Minimum of one year of 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 written and verbal communication skills; ability to quickly build trust and credibility.
• Proven ability to assess needs and recommend appropriate solutions.
• Ability to work collaboratively on a team and with key partners.
• Strong listening and probing skills for clarity and understanding.
• Goal- and results-oriented mindset.
• Entrepreneurial mindset with a proven ability to source clients through prospecting and networking.
• Ability to work in a performance-driven compensation environment.
• Strong follow-through skills and computer/technical literacy (Microsoft Word, PowerPoint, Excel).

Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired).
• Ability to learn and adapt to new technology or applications.
• Capability 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

Schedule

• 1st shift (United States of America)
• 40 hours per week

This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to complete the SAFE Act background check and registration process. Failure to maintain SAFE Act registration may result in immediate termination.