Merrill Advisor Development Program - Financial Advisor: Bridgewater & Associates Market

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net‑worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. You will 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, capitalize on referrals, assess customer needs, and refer customers to appropriate internal specialists.
• 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 and development.
• Organize and manage resources 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.

• Build a successful career at Bank of America through world‑class training and onboarding programs.
• Receive one‑on‑one coaching from our award‑winning Academy and local leadership.
• Grow business knowledge by using a consultative approach to systematically identify client needs and appropriate solutions.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help achieve financial goals and life priorities.
• Collaborate with core banking and investment partners and connect to all solutions we provide through Bank of America and Merrill to meet virtually all client needs.

Handles inbound inquiries from leads regarding Merrill offerings, positions the extensive capabilities of Merrill and Bank of America, collects necessary client profile data following KYC procedures, serves as an interim Financial Advisor providing recommendations of suitable investment products and services, and documents all client interactions and opportunities within Salesforce accurately.

• Currently holds Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• 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, with exceptional interpersonal and relationship‑building skills.
• Effective communication skills (written and verbal) and the ability to quickly build trust and credibility.
• Ability to assess needs and recommend appropriate solutions/interventions.
• Team collaboration skills and the ability to work with key partners.
• Strong follow‑through skills and entrepreneurial mindset with proven ability to source clients through prospecting and networking.
• Ability to work in an environment where the majority of compensation is tied to performance.
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel.

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Capacity to learn and adapt to new technology or applications.
• Ability to execute 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.