Merrill Advisor Development Program- Financial Advisor: San Diego & Associates 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 that align with the goals of both existing and prospective clients. You will collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience and promote portfolio growth.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations while providing flexibility based on role-specific responsibilities and business needs. We value unique perspectives and experiences, fostering resilience, leadership, and innovation.

Responsibilities

• Develop a book of business to meet and exceed established performance hurdles.
• Source prospective clients, capitalize on referrals, assess customer needs, and execute highly customized solutions.
• Recommend investment products and services suitable for prospects based on their objectives, resources, time horizon, risk profile, and preferences.
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal growth.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Seek expertise from specialists to identify planning and investment strategies for clients.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• Handle inbound inquiries regarding Merrill offerings and position the capabilities of Merrill and Bank of America.
• Collect client profile data following standard KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor, providing recommendations and servicing client accounts.
• Document all client interactions and opportunities within Salesforce accurately.

Requirements

• Currently holds Series 7 & 66 (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 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.
• Goal and results-oriented with an entrepreneurial mindset.
• 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 and computer/technical literacy (Microsoft Word, PowerPoint, 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

Pay

Pay range: $80,000.00 - $90,000.00 annualized salary. Offers to be determined based on experience, education, and skill set. This role is eligible to participate in a formulaic incentive plan, with incentives earned based on performance against defined metrics.

Schedule

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

Benefits

This role is benefits-eligible. We provide industry-leading benefits, access to paid time off, and resources to support employees. Benefits include comprehensive health coverage, retirement plans, and additional support programs.

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. Failure to obtain or maintain SAFE Act registration may result in immediate termination.