Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market

Job Description:

Role Specifics:

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.

The Merrill Advisor Development Program- Financial Advisor engages in:

• Developing a book of business in order to meet and exceed established performance hurdles

• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs

• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences

• Balancing 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 planning

• Organizing and managing resources (time, people, budget) to run a productive practice

• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client

• Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you:

• Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.

• Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Responsibilities:

• Handles inbound inquiries from leads regarding Merrill offerings

• Positions the extensive capabilities of Merrill and Bank of America

• Collects 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 as well as servicing client accounts

• Documents all client interactions and opportunities within Salesforce accurately

Required Qualifications:

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility
• Effective communication skills (written and verbal)
• Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions
• Proven ability to work collaboratively on a team and with key partners
• Goal and results oriented with strong follow-through skills
• 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
• Possesses computer/technical literacy and is proficient 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
• Track record of quickly learning and adapting to new technologies, systems, and digital tools
• Proven ability to effectively manage multiple priorities simultaneously in a dynamic, deadline-driven environment

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: