Merrill Advisor Development Program - Financial Advisor: Southwest Florida COAST Market

Merrill Advisor Development Program - Financial Advisor: SOUTHWEST FLORIDA COAST Market

Sarasota, Florida;
Naples, Florida;
Venice, Florida;
Fort Myers, Florida

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

We are committed to an in‑office culture with specific requirements for office‑based attendance and allow for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Merrill, we empower you to bring your whole self to work.

• Develop a book of business in order to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommend investment products and services that are suitable for prospects based on their 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 according to both a day‑to‑day and longer‑term planning
• Organize and manage resources (time, people, budget) to run a productive practice
• Seek the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• 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 the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serve 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 as well as servicing client accounts
• Document all client interactions and opportunities within Salesforce accurately

• Currently holds Series 7 & 66 (Series 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 quickly build trust and credibility
• Proven ability to assess needs 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‑oriented and results oriented
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Ability to work in an environment where the majority of your compensation is tied to your performance
• Strong follow‑through skills
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously