Merrill Advisor Development Program- 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. You'll collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience and promote portfolio growth.

What You Will Do

Develop a book of business, prioritize sourcing prospective clients, recommend investment products and services, balance investment growth and referral activities, and manage resources to run a productive practice.

Why It Might Be a Fit

You'll have the opportunity to build a successful career at Bank of America through world-class training and on-boarding programs, grow your business knowledge, and provide end-to-end comprehensive advice to clients.

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

Benefits

• World-class training and on-boarding programs
• One-on-one coaching from award-winning Academy at Bank of America and local leadership
• Defined consultative approach to systematically identify client needs and appropriate solutions
• End-to-end comprehensive advice and client reviews/presentations
• Collaboration with core banking and investment partners
• Access to all solutions provided through Bank of America and Merrill