Merrill Advisor Development Program - Financial Advisor: Seattle Market

Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The firm specializes in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Advisory teams are equipped with investment insights from Merrill combined with the banking convenience of Bank of America.

The Merrill Advisor Development Program (ADP) – Financial Advisor is designed for individuals who want to transition into a career as a financial advisor. As an ADP advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

• Develop a book of business in order to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, refer customers to the appropriate internal specialists, and execute highly customized solutions.
• Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile, and preferences.
• Balance investment growth, referral activities, client follow‑up, prospect building, administrative compliance, and personal growth and development.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Seek the expertise of specialists to identify planning and investment strategies for a client.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• Handle inbound inquiries from leads regarding Merrill offerings.
• Position extensive capabilities of Merrill and Bank of America.
• Collect required client profile data and follow KYC procedures to open accounts.
• Serve as interim financial advisor, providing recommendations of suitable investment products.
• Document all client interactions and opportunities within Salesforce accurately.

• Currently holds Series7 &66 licenses (or 63 &65 in lieu of 66).
• Minimum of one year experience in the financial services 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) and ability to build trust quickly.
• Ability to assess needs and recommend appropriate solutions.
• Team collaboration skills and partnership with key stakeholders.
• Excellent listening and probing for clarity.
• Goal‑ and results‑oriented with an entrepreneurial mindset.
• Experience sourcing clients through prospecting and networking.
• Ability to work in a compensation‑intensive environment.
• Follow‑through skills and detail orientation.
• Computer literacy and proficiency in Microsoft Word, PowerPoint, Excel.

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Ability to learn and adapt to new technology or applications.
• Experience executing multiple tasks simultaneously.

• 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.

This position is subject to SAFE Act registration requirements.
Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

Shift: 1st shift (United States of America)
Hours per week: 40

Annual salary: $80,000.00 – $90,000.00 (based on experience, education, and skill set).
Eligible for a formulaic incentive plan with monthly, quarterly, and/or annual opportunities based on performance metrics.
Benefits are currently available, including industry‑leading benefits, paid time off, and resources to support employee well‑being.