Merrill Advisor Development Program- Financial Advisor: North Florida Market. Ponte Vedr

Merrill Advisor Development Program
- Financial Advisor:
North Florida Market

Saint Augustine, Florida;
Jacksonville, Florida;
Destin, Florida;
Ponte Vedra Beach, Florida

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.

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. Our teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

The Advisor Development Program is designed for individuals excited to transition into a career as a Financial Advisor.

As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with the goals of both existing and prospective clients. You will collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience and 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 to meet client needs
• Recommend investment products and services that are 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 according to 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

• Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success.
• Get training and one‑on‑one coaching from our award‑winning Academy at Bank of America and local leadership who are invested in your success.
• Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
• Provide end‑to‑end comprehensive advice
  , deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect to all solutions we provide through Bank of America and Merrill to meet virtually all client needs.

• Handle inbound inquiries from leads regarding Merrill offers
• 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 that are suitable for prospects and clients based on objectives, resources, time horizon, risk profile, and preferences, and serve client accounts
• Document all client interactions and opportunities within Salesforce accurately

• Currently holds Series 7 & 66 (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…