Merrill Advisor Development Program - Financial Advisor: West Florida Market (South)

About the role

Merrill Advisor Development Program - Financial Advisor is designed for individuals interested in transitioning to a career as a Financial Advisor. This program provides comprehensive training and support to help participants build a successful career at Bank of America.

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

• World-class training and on-boarding programs
• One-on-one coaching from award-winning Academy at Bank of America and local leadership
• Growth in business knowledge through a defined consultative approach
• End-to-end comprehensive advice and client reviews/presentations with confidence
• Collaboration with core banking and investment partners

Pay

The pay for this position is competitive and commensurate with experience.

Schedule

This position offers a 40-hour work week during the 1st shift (United States of America).