Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market

Job Description

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.

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. In this role you will work with high‑net‑worth individuals, identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with clients’ goals. You will collaborate with and be mentored by Merrill Financial Advisor Teams to promote portfolio growth.

• Develop a book of business to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, refer customers to the appropriate internal specialists, and execute highly 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, customer follow‑up, prospect building, administrative compliance, and personal growth and development in both day‑to‑day and long‑term planning.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Seek expertise of specialists when 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 and position the capabilities of Merrill and Bank of America.
• Collect necessary client profile data following standard KYC procedures to open account(s) as appropriate.
• Serve as an interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients based on objectives, resources, time horizon, risk profile, and preferences, and service client accounts.
• Document all client interactions and opportunities within Salesforce accurately.

• Currently holds Series7 and
  66 licenses (63and
  65 in lieu of66).
• Minimum of one year experience 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 written and verbal communication skills; proven ability to quickly build trust and credibility.
• Ability to assess needs and recommend appropriate solutions or interventions.
• Ability to work collaboratively on a team and with key partners.
• Strong listening skills and ability to probe for clarity and understanding.
• Goal and results oriented; entrepreneurial mindset with proven 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, and Excel.

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Knowledge of new technology or applications and ability to adapt to them.
• 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

Pay:
Annualized salary of $80,000.00 - $90,000.00, offers to be determined based on experience, education, and skill set. Role is eligible for a formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities based on performance metrics.

Benefits:
Industry‑leading benefits, access to paid time off, and resources and support to employees.

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

This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

US - NJ - Paramus - 115 W CENTURY RD - COUNTRY CLUB PLAZA (NJ2652).