Merrill Advisor Development Program - Financial Advisor: San Diego Market

Job Description

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The Merrill Advisor Development Program – Financial Advisor is designed for individuals who are excited to transition into a career as a Financial Advisor and want to build a book of business with our experienced Advisory Teams.

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.

• Develop a book of business to meet and exceed established performance hurdles.
• Effectively prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, and refer customers to appropriate internal specialists.
• Execute highly customized solutions to meet client needs.
• Recommend investment products and services that are suitable for prospects based on their 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.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Seek the expertise of specialists to identify planning and investment strategies for a client.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• 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 objectives, resources, time horizon, risk profile, and preferences.
• 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 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 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.
• Ability to listen and probe for clarity and understanding.
• Goal and results oriented.
• Entrepreneurial mindset with proven ability to source clients through extensive prospecting and networking.
• Ability to work in an environment where the majority of compensation is tied to performance.
• Strong follow‑through skills.
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.

• Bachelor’s degree or a minimum of one year of financial services industry or sales experience.
• Ability to learn and adapt to new technology or applications.
• Ability to execute multiple tasks simultaneously.

• Business Acumen
• Business Development
• Oral Communications
• Prospecting
• Wealth Planning
• Analytical Thinking
• Client Experience
• Branding
• Client Investments
• Management
• Portfolio Analysis
• Risk Management
• Active Listening
• Client Solutions
• Advisory
• Emotional Intelligence
• Referral Management
• Trading

Shift: 1st shift (United States of America);
Hours per week: 40.

Pay range: $80,000 – $90,000 annualized salary, with incentive eligibility. Formulaic incentive plans may be comprised of monthly, quarterly and/or annual incentive opportunities earned based on performance against defined metrics.

Benefits:
Eligible for industry‑leading benefits, paid time off, and resources to support health, emotional, and financial well‑being.

Compliance:
This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

Privacy Statement:

We are an equal opportunity employer committed to diversity, inclusion, and responsible growth.