Merrill Advisor Development Program - Financial Advisor: Indiana Market

About Merrill Wealth Management

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.

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

• Develop a book of business to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute highly customized solutions.
• Recommend investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile and preferences.
• Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth according to day‑to‑day and longer‑term planning.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Seek expertise of specialists when appropriate 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 the extensive capabilities of Merrill and Bank of America.
• Collect necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Provide interim Financial Advisor services, recommending suitable investment products and services based on objectives, resources, time horizon, risk profile, and preferences; service client accounts.
• Document all client interactions and opportunities within Salesforce accurately.

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

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• 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.