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About the Role

Merrill Wealth Management is seeking individuals excited to make a career transition and follow their passion of becoming a Financial Advisor through the Merrill Advisor Development Program. This program is designed to help you build a successful career by providing world-class training, on-boarding, and coaching.

Responsibilities

Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations.
Collaborate with and be mentored by Merrill Financial Advisor Teams to promote portfolio growth.
Develop a book of business to meet and exceed established performance hurdles.
Prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, and referring customers to appropriate internal specialists.
Execute highly customized solutions to meet client needs.
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.
Organize and manage resources to run a productive practice.
Seek expertise of specialists to identify planning and investment strategies for clients.
Complete mandated training, assessments, performance goals, and continuing education requirements.
Handle inbound inquiries from leads regarding Merrill offerings.
Position the extensive capabilities of Merrill and Bank of America.
Collect client profile data and follow standard KYC procedures to open accounts.
Serve as interim Financial Advisor, providing recommendations and servicing client accounts.
Document all client interactions and opportunities within Salesforce accurately.

Requirements

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Minimum of one year of experience working in the financial service 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).
Proven ability to quickly build trust and credibility.
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 compensation is tied to performance.
Strong follow-through skills.
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.
This position is subject to SAFE Act registration requirements.
Must register with the federal registry system and remain in good standing for SAFE Act registration.
Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

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 - CT - Darien - 1020 POST RD (CT9020)
US - CT - Greenwich - 2 PICKWICK PLZ (CT9002)
US - CT - New Canaan - 2 Pine St (CT9010)
US - CT - Stamford - 301 TRESSER BLVD (CT9301)

Work Type

Full-time

Experience Level

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

Education Level

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

Salary/Compensations

$80,000.00 - $90,000.00 annualized salary

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, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned life through a personal relationship with their advisory team.
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 and experiences.
Merrill's Wealth Management team represents an array of different skills and experiences from individuals from all backgrounds and careers.