Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market

Job Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

As a Merrill Advisor Development Program - Financial Advisor, you will build and manage relationships with high-net-worth individuals, identify their needs, review financial goals, and deliver comprehensive, tailored recommendations. 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.
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, and referring customers to appropriate internal specialists.
• Execute highly customized solutions to meet client needs, including investment product recommendations 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 (time, people, budget) to run a productive practice.
• Seek specialist expertise where appropriate 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 KYC procedures to open account(s), and serve as an interim Financial Advisor providing recommendations.

• Current Series 7 & 66 licenses (Series 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 investment 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 written and verbal communication skills, and proven ability to quickly build trust and credibility.
• Ability to assess needs and recommend appropriate solutions/interventions.
• Ability to work collaboratively on a team and with key partners.
• Goal‑ and results‑oriented entrepreneurial mindset with proven ability to source clients through extensive prospecting and networking.
• Strong follow‑through skills 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.
• Ability to learn and adapt to new technology or applications, 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.

This position is subject to SAFE Act registration requirements. All 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. Pay Range: $80,000.00 – $90,000.00 annualized salary, with incentive eligibility. Benefits:
This role is benefits eligible and offers industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being.