Merrill Advisor Development Program- Financial Advisor: Oklahoma 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 trusted advisory teams are equipped with access to 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, while allowing appropriate flexibility for teammates and businesses based on role‑specific considerations. We empower you to bring your whole self to work, valuing diversity in thoughts, business, and employees. Our Wealth Management team represents an array of backgrounds, bringing unique perspectives, ideas, and experiences to create a culture-driven, resilient, results‑focused community.

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

As an 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 have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams, building upon your experience to promote portfolio growth.

• Developing a book of business in order 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 that are 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 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, connecting 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 offering
• 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 that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and…