Merrill Advisor Development Program- Financial Advisor: Wisconsin 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’ll collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience and promote portfolio growth.
Responsibilities
- Develop a book of business to meet and exceed established performance hurdles
- Prioritize sourcing 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 and development
- 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 accurately within Salesforce
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
- 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
Schedule
1st shift (United States of America), 40 hours per week.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and submit to the required SAFE Act background check and registration process.