Merrill Advisor Development Program - Financial Advisor: Providence Market

Job Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind, Merrill specializes in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

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 aligned with both existing and prospective clients’ goals. You’ll collaborate with and be mentored by Merrill Financial Advisor Teams to build experience and promote portfolio growth.

• Developing a book of business to meet and exceed performance hurdles
• Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• 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 specialist expertise, when 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 that set you up for success.
• Receive training and one‑on‑one coaching from our award‑winning Academy at Bank of America 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 and 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 financial needs.

• Handle inbound inquiries from leads regarding Merrill offerings.
• 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 recommendations of investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences, while servicing 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 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.
• Proven ability to assess needs and recommend appropriate solutions/interventions.
• Proven ability to work collaboratively on a team and with key partners.
• Proven ability to listen and probe for clarity and understanding.
• Goal‑ and results‑oriented.
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.
• Ability to work in an environment where the majority of compensation is tied…