Team Financial Advisor

About the role

Merrill Team Financial Advisor Business Development Program trains individuals to become Merrill Wealth Management Financial Advisors. The program focuses on developing a book of business, client relationships, and investment recommendations.

Responsibilities

• Develop a book of business to meet and exceed performance hurdles
• Sources prospective clients, capitalizes on referrals, assesses customer needs, refers customers to the appropriate service provider, and executes highly customized solutions
• Recommends investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences
• Balances investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term plan
• Plans and manages resources (time, people, budget) to run a productive practice
• Sets and maintains relationships with the management team and informs management of any circumstances requiring supervisory attention, review, or approval
• Completes mandated training, assessments, performance goals, and continuing education requirements

Requirements

• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal)
• Proven ability to quickly build trust and credibility
• Proven ability to assess needs of clients 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
• Proven ability to source clients through prospecting and networking
• Strong follow-through skills
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Qualifications

• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal)
• Proven ability to quickly build trust and credibility
• Proven ability to assess needs of clients 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
• Proven ability to source clients through prospecting and networking
• Strong follow-through skills
• At least three years of full-time sales experience in increasingly challenging environments
• Successful use of outbound sales techniques to exceed sales goals
• Financial acumen gained through work experience is ideal
• Proven ability to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course
• Ability to study a variety of topics and participate in developmental activities related to Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills, and investment financial planning knowledge
• Ability to complete the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program

Skills

• Outbound sales techniques
• Client relationship management
• Investment product recommendations
• Financial planning
• Team collaboration
• Client needs assessment
• Performance tracking
• Training completion
• Continuing education

Benefits

• The strength and name recognition of Merrill and Bank of America
• World-class training throughout the career with Merrill Wealth Management
• State-of-the-art software programs to assist in your success
• A full array of investment and banking products for your clients
• Coaches or mentors located within your office to work with you towards your success

Pay

Compensation is tied to performance and includes a mix of base salary and commissions.

Schedule

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