Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market

Merrill Advisor Development Program – Financial Advisor

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As a Merrill Advisor Development Program participant, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with clients’ objectives.

• Build and grow a book of business to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients through referrals, assessing customer needs, and 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 within short‑term and long‑term planning.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Consult specialists 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 and 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, providing recommendations of suitable investment products and services based on client profiles.
• Document 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 in the financial services 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, build trust and credibility, and assess needs to recommend appropriate solutions.
• Excellent interpersonal, relationship‑building, written and verbal communication skills.
• Strong follow‑through, active listening, ability to probe for clarity, and ability to work collaboratively with key partners.
• Goal‑ and results‑oriented with an entrepreneurial mindset for sourcing clients through prospecting and networking.
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel.

• Bachelor’s degree or equivalent financial services or sales experience.
• Adaptability to new technology or applications.
• Ability to execute multiple tasks simultaneously.
• Knowledge of business acumen, business development, oral communications, prospecting, wealth planning, analytical thinking, client experience, branding, client investments, portfolio analysis, risk management, active listening, advisory, emotional intelligence, referral management, and trading.

This role offers industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being. Employees are eligible for a formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities based on performance.

Pay range: $80,000.00 – $90,000.00 annualized, adjustable based on experience, education, and skill set.

This position is subject to the SAFE Act registration requirements; all employees engaged in residential loan mortgage originations must register with the federal registry and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in immediate termination.

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