Merrill Advisor Development Program - Financial Advisor: Long East Market

Job Overview

Merrill Wealth Management is recruiting a Financial Advisor for its Advisor Development Program. The role focuses on building relationships with high‑net‑worth clients and providing comprehensive wealth‑management solutions.

• Develop a book of business to meet and exceed performance hurdles.
• Sourcing prospective clients, capitalizing on referrals, assessing needs, and delivering customized solutions.
• Recommend investment products and services based on clients’ objectives, resources, time horizon, risk profile and preferences.
• Balance investment growth, referral activities, client follow‑up, prospect building, compliance, and personal growth through day‑to‑day and long‑term planning.
• Organize and manage resources to run a productive practice and seek specialist expertise where appropriate.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• Handle inbound inquiries about Merrill offerings and position capabilities.
• Collect client profile data and follow KYC procedures to open accounts.
• Act as interim Financial Advisor, recommend suitable investment products and services, and service client accounts.
• Document all interactions and opportunities within Salesforce accurately.

• Series 7 & 66 licenses (or Series 63 & 65 in lieu of 66).
• Minimum one year experience in financial services or sales environment with goal attainment.
• Minimum one year experience in investments industry, including training and in‑depth knowledge of investment products and services.
• Proven ability to engage with and influence others, build trust and credibility.
• Effective written and verbal communication skills, with fast trust building.
• Assess needs and recommend solutions; ability to listen and probe for clarity.
• Work collaboratively in a team and with key partners.
• Goal‑ and result‑oriented; entrepreneurial mindset; source clients via prospecting and networking.
• Strong follow‑through skills.
• Computer literacy, proficiency in Microsoft Word, PowerPoint, Excel.
• Position subject to SAFE Act registration; must register and pass background check.

• Bachelor’s degree.
• At least one year of financial services or sales experience.
• Adaptability to new technology and applications.
• Ability to 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

Base salary $80,000 – $90,000 annually, plus incentive plans on a monthly, quarterly, and/or annual basis.

Industry‑leading benefits and paid time off available to eligible employees.

1st shift. Hours per week: 40. Flexible with on‑site required attendance.

Bank of America is an equal opportunity employer. We value diversity and inclusiveness.