Financial Advisor – Merrill Advisor Development Program

Responsibilities

• Handling inbound inquiries from leads regarding Merrill offerings
• Positioning the extensive capabilities of Merrill and Bank of America
• Collecting the necessary client profile data, following standard KYC procedures to open accounts as appropriate
• Serving 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
• Documenting 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 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
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal)
• Proven ability to assess needs of 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 and results oriented
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Strong follow-through skills
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Demonstrates expertise in financial services and investment products, with a strong focus on client engagement and relationship building. Proficient in KYC procedures and Salesforce for accurate documentation and client management.