Merrill Advisor Development Program - Financial Advisor: Houston Market

Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind in the world, specializing in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with their objectives. You’ll be mentored by Merrill Financial Advisor Teams to promote portfolio growth.

• Develop a book of business to meet and exceed performance hurdles
• Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, and refer customers to appropriate internal specialists, executing 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 development according to day‑to‑day and longer‑term planning
• Organize and manage resources (time, people, budget) to run a productive practice
• Seek specialists’ expertise 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 necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serve as interim Financial Advisor, recommending suitable investment products and services, and servicing client accounts
• Document all client interactions and opportunities within Salesforce accurately

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Minimum of one year experience in the financial services industry and/or 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 written and verbal communication skills – proven ability to build trust and credibility quickly
• 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‑oriented and results driven
• Entrepreneurial mindset with 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, and Excel

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Learns and adapts to new technology or applications
• Executes 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. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process.

Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Shift: 1st shift (United States of America)

Hours Per Week: 40