Merrill Advisor Development Program - Financial Advisor: Washington DC Market

Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merril’s Financial Advisors help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

As a Merrill Advisor Development Program – Financial Advisor, you will be responsible for working with high‑net‑worth individuals, identifying needs, developing relationships, reviewing financial goals, and delivering 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 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 appropriate internal specialists, and execute highly customized solutions.
• Recommend investment products and services 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 according to day‑to‑day and longer‑term planning.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Seek expertise of specialists to identify planning and investment strategies for clients.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• Handle inbound inquiries from leads regarding Merrill offerings and position the extensive capabilities of Merrill and Bank of America.
• Collect necessary client profile data, follow standard KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor, recommending suitable investment products and services, servicing client accounts, and documenting all client interactions and opportunities in Salesforce.

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience working 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, develop relationships, and build trust and credibility.
• Excellent written and verbal communication skills, with the ability to assess needs and recommend appropriate solutions.
• Ability to work collaboratively on a team and with key partners.
• Goal and results oriented with an entrepreneurial mindset and proven ability to source clients through prospecting and networking.
• Strong follow‑through skills and computer/technical literacy, including proficiency in Microsoft Word, PowerPoint, and Excel.
• Ability to work in an environment where the majority of compensation is tied to performance.

• 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 and execute multiple tasks simultaneously.
• Business acumen, business development skills, oral communications, wealth planning and portfolio analysis, risk management, active listening, client solutions, advisory skills, emotional intelligence, referral management, and trading knowledge.

This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage origination must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

Shift: 1st shift (United States of America). Hours per week: 40. Pay range: $80,000.00 – $90,000.00 annualized salary, determined based on experience, education, and skill set.

Employees are eligible for a benefits package that includes industry‑leading medical, dental, vision, and financial benefits, paid time off, and other resources to support well‑being.