Merrill Advisor Development Program - Financial Advisor: Minnesota Market

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The Merrill Advisor Development Program is designed for individuals excited to make a career transition and pursue a passion for becoming a Financial Advisor.

As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals, identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with both existing and prospective clients' goals.

• Develop a book of business to meet and exceed established performance hurdles
• Prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, and referring them to appropriate internal specialists
• Recommend investment products and services suited to 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 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

• World‑class training and onboarding to set you up for success
• One‑on‑one coaching from Bank of America’s award‑winning Academy
• Consultative approach to systematically identify client needs and appropriate solutions
• End‑to‑end comprehensive advice, client reviews, presentations, and confidence‑building recommendations
• Collaboration with core banking and investment partners and solutions across Bank of America and Merrill

• Handle inbound inquiries from leads regarding Merrill offerings
• Position the extensive capabilities of Merrill and Bank of America
• Collect client profile data following KYC procedures to open account(s)
• Provide interim Financial Advisor recommendations for prospects and clients based on objectives, resources, risk profile, and preferences
• Document all client interactions and opportunities within Salesforce accurately

• Series7 & 66 (or 63 & 65 in lieu of 66) licenses
• Minimum one year experience in the financial service industry and/or a sales environment where goals were met or exceeded
• Minimum one year experience in the investments industry, including training and in‑depth knowledge of investment products and services
• Strong interpersonal and relationship‑building skills
• Effective written and verbal communication skills
• Ability to assess needs and recommend appropriate solutions
• Collaborative team player with key partner focus
• Excellent listening and probing skills
• Goal‑and‑results oriented with an entrepreneurial mindset for client sourcing through prospecting and networking
• Ability to work in a performance‑tied compensation environment with strong follow‑through skills
• Computer literacy and proficiency in Microsoft Word, PowerPoint, Excel

• Bachelor’s degree or equivalent experience
• Experience learning and adapting to new technology or 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

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 maintain SAFE Act registration may result in immediate termination.

Shift: 1st shift (United States) – Hours per week: 40.

Pay Range: $80,000.00 – $90,000.00 annualized salary, with incentive eligibility under the formulaic incentive plan. Benefits are available to this role.

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