Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• 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 recommendation of investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences.
• Document all client interactions and opportunities within Salesforce accurately.

• Currently holds Series 7 & 66 (or 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 and results oriented.
• Entrepreneurial mindset with ability to source clients through extensive prospecting and networking.
• Ability to work in an environment where the majority of compensation is tied to 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.
• Aptitude for 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

• SAFE Act registration required; employees must register and undergo the required background check.
• Shift: 1st shift (United States of America).
• Hours per week: 40.
• Location:
  
  Brooklyn, New York, Staten Island.
• Pay range: $80,000.00 - $90,000.00 annualized salary. Eligible for a formulaic incentive plan.
• Benefits:
  Eligible for benefits package including paid time off, resources, and support.