Merrill Advisor Development Program - Financial Advisor: West Florida Market; South

Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes 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 personal relationships and advisory teams committed to their needs. The firm combines investment insights of Merrill with the banking convenience of Bank of America.

Merrill is committed to an in‑office culture that supports collaboration, engagement, and career development. The approach includes clear in‑office expectations while providing appropriate flexibility based on role‑specific responsibilities and business needs.

As a participant in the 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 both existing and prospective clients’ objectives. You will also collaborate with and be mentored by Merrill Financial Advisor Teams to 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, 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 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 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 committed to 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 to connect to all solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves 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
• Documents all client interactions and opportunities within Salesforce accurately

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licences
• 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
• Effect…