Merrill Advisor Development Program - Financial Advisor: Mountain West Market

Job Description

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It 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.

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. Trust comes from transparency. Our teams are equipped with the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in‑office culture with specific requirements for office‑based attendance and an appropriate level of flexibility for teammates and businesses based on role‑specific considerations. We value diversity in our thoughts, business, and within our employees and clients, and our Wealth Management team represents an array of backgrounds that bring unique perspectives, ideas and experiences.

As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals to identify needs, build relationships, review financial goals, and deliver comprehensive recommendations that align with 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.

• Developing a book of business to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing highly customized solutions
• Recommending investment products and services suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow‑up, prospect building, administrative compliance, and personal growth and development according to both day‑to‑day and longer‑term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, 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 our award‑winning Academy and local leadership 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 to meet virtually all client financial needs

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services suitable for prospects and clients, and services client accounts
• Documents 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 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 with and influence others
• Exceptional interpersonal and relationship building skills
• Effective communication skills…