Merrill Advisor Development Program - Financial Advisor: Pasadena Valley Market

Job Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team. We believe trust comes from transparency and that collaboration, engagement and career development are central to our culture.

As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals to identify client needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with the goals of both existing and prospective clients. You will be mentored by experienced Merrill Financial Advisor Teams to build upon your experience and promote portfolio growth.

Key activities include:

• Developing a book of business to meet and exceed performance hurdles
• Prioritizing sourcing prospective clients, capitalizing on referrals, and executing highly customized solutions
• Recommending suitable investment products and services based on objectives, resources, risk profile and preferences
• Balancing investment growth, referral activities, client follow‑up, prospect building, compliance and personal development
• Managing resources to run a productive practice
• Seeking specialist expertise to identify planning and investment strategies for clients
• Completing mandated training, performance goals and continuing education requirements

• Build a successful career at Bank of America through world‑class training and onboarding programs.
• Get training and one‑on‑one coaching from the Academy at Bank of America and local leadership.
• Grow your business knowledge using a defined consultative approach.
• Provide end‑to‑end comprehensive advice and recommend strategies to achieve clients’ goals.
• Collaborate with core banking and investment partners to meet virtually all financial needs.

• Handle inbound inquiries from leads regarding Merrill offerings
• Position the extensive capabilities of Merrill and Bank of America
• Collect client profile data and follow standard KYC procedures to open accounts as appropriate
• Act as interim Financial Advisor, recommending suitable products and services based on client objectives and risk profile
• Document all client interactions and opportunities accurately within Salesforce

• Currently holds Series 7 and 66 (or 63 and 65 in lieu of 66) licenses
• Minimum of one year experience in the financial services 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 and influence others, and to build trust and credibility quickly
• Exceptional interpersonal and relationship‑building skills
• Effective written and verbal communication skills
• Ability to assess needs and recommend appropriate solutions
• Collaborative team player with strong listening and probing skills
• Goal‑ and results‑oriented with an entrepreneurial mindset
• Ability to source clients through extensive prospecting and networking
• Comfortable in a compensation structure 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 or sales experience
• Ability to learn and adapt to new technology or applications
• Execution of 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…