Merrill Advisor Development Program- Financial Advisor: Alabama Market

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management 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 an 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. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.

• Develop a book of business to meet and exceed established performance hurdles.
• Effectively 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 their 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 (time, people, budget) to run a productive practice.
• Seek the 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 offering.
• Position the extensive capabilities of Merrill and Bank of America.
• Collect the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Serve as interim Financial Advisor, providing recommendations of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences while servicing client accounts.
• Document all client interactions and opportunities within Salesforce accurately.

• Series 7 and Series 66 licenses (or Series 63 and 65 in lieu of 66).
• 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 assess client needs and recommend appropriate solutions.
• Proven ability to collaborate on a team and with key partners.
• Proven ability to listen and probe for clarity.
• Goal‑ and result‑oriented.
• Entrepreneurial mindset with the ability to source clients through prospecting and networking.
• Ability to work in an environment where most compensation is tied to performance.
• Strong follow‑through skills.
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.

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

• Business acumen
• Business development
• Oral communication
• 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. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

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