Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
About the role
Merrill Advisor Development Program - Financial Advisor is designed for individuals looking to transition into a career as a Financial Advisor. This role involves working with high-net-worth individuals, identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations.
Responsibilities
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions the extensive capabilities of Merrill and Bank of America
- Collections the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences
- Documents 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 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
- 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
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
- 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
Benefits
The position offers world-class training and on-boarding programs, training and one-on-one coaching from award-winning Academy at Bank of America and local leadership, growing business knowledge, end-to-end comprehensive advice, and collaboration with core banking and investment partners.
Pay
The pay structure is tied to performance and includes a mix of base salary and commission.
Schedule
This position is available on a 1st shift (United States of America) with 40 hours per week.