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About the Role

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. This role involves working with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling activities to determine client financial objectives, and driving initiatives to maximize impact.

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
Develops a book of business to meet and exceed established performance hurdles
Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to appropriate internal specialists, and executing highly customized solutions
Recommends investment products and services suitable for prospects 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
Organizes and manages resources (time, people, budget) to run a productive practice
Seeks the expertise of specialists to identify planning and investment strategies for a client
Completes mandated training, assessments, performance goals, and continuing education requirements

Requirements

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 compensation is tied to performance
Proficient in Microsoft Word, PowerPoint, and Excel
Subject to SAFE Act registration requirements, including background check and maintaining good standing
Must not have a criminal history that prohibits hiring under FDIC, Safe Act, Loan Originators, and FINRA regulations

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

Location

US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)

Work Type

Full-time
Onsite

Experience Level

Minimum of one year of experience in the investments industry
Minimum of one year of experience working in the financial service industry and/or a sales environment

Education Level

High School Diploma / GED / Secondary School or equivalent
Bachelor’s degree (desired)

Salary/Compensations

$80,000.00 - $90,000.00 annualized salary
Formulaic incentive eligible

Benefits

Industry-leading benefits
Access to paid time off
Resources and support

About the Company

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, and legacy.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned life through a personal relationship with their advisory team.
Merrill believes trust comes from transparency.
Merrill's trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.
Merrill empowers employees to bring their whole selves to work, valuing unique perspectives from diverse backgrounds.
Merrill's Wealth Management team represents an array of different skills and experiences from individuals from all backgrounds and careers.
Merrill's journeys foster resilience, leadership, and innovation, strengthening the workforce and positively impacting communities.