Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market

Job Overview

Merrill Wealth Management, part of Bank of America, offers comprehensive wealth‑management and investment services. The Advisor Development Program is a career‑transition opportunity for aspiring Financial Advisors.

• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients, capitalize on referrals, assess needs, refer to specialists, and deliver 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, client follow‑up, prospect building, compliance, and personal growth.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Seek specialist expertise for planning and investment strategies.
• Complete mandated training, assessments, performance goals, and continuing education.
• Handle inbound inquiries from leads, conduct KYC procedures, open accounts, serve as interim Financial Advisor, document interactions in Salesforce.

• Current Series7 & 66 licenses (or Series
  63 &65 in lieu of 66).
• Minimum one year experience in the financial services industry and/or sales environment with achieved goals.
• Minimum one year experience in the investments industry, including training and knowledge of investment products and services.
• Proven ability to engage and influence others, build relationships, and communicate effectively.
• Ability to assess client needs and recommend appropriate solutions.
• Team collaboration and partnership skills.
• Strong prospecting and networking skills to source clients.
• Ability to thrive in a performance‑based compensation environment.
• Strong follow‑through and organizational skills.
• Computer proficiency in Microsoft Word, PowerPoint, and Excel.

• Bachelor’s degree and/or one year of financial services or sales experience.
• Adaptability to new technology or applications.
• Ability to multitask and manage multiple priorities.

• 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: This position requires registration. Failure to maintain may result in termination.

Shift: 1st shift (United States).

Hours per Week: 40.

Locations: Aspen, CO;
Boulder, CO;
Colorado Springs, CO;
Denver, CO;
Fort Collins, CO;
Grand Junction, CO.

Compensation: $80,000.00 – $90,000.00 annualized salary with incentive plan participation.

Benefits: Eligibility for benefits, industry‑leading benefits, paid time off, and additional employee resources.