Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market

About Merrill Wealth Management

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

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. You will also collaborate with and be mentored by Merrill Financial Advisor teams to build upon your experience and promote portfolio growth.

• Develop a book of business in order to meet and exceed established performance hurdles.
• Effectively prioritize 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.
• 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 and development according to both a day‑to‑day and longer‑term planning.
• 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.
• Serve as interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients.
• Document all client interactions and opportunities within Salesforce accurately.

• World‑class training and onboarding programs.
• One‑on‑one coaching from the award‑winning Academy.
• Define consultative approach to systematically identify client needs and appropriate solutions.
• Deliver end‑to‑end comprehensive advice, client reviews and presentations with confidence.
• Collaborate with core banking and investment partners.
• Connect to all solutions through Bank of America and Merrill to meet virtually all financial needs.

• Currently holds Series7&66 (or 63&65 in lieu of 66) licenses.
• Minimum of one year of 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.
• Ability to quickly build trust and credibility.
• Ability to assess needs and recommend appropriate solutions/interventions.
• 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.
• Experience sourcing clients through extensive prospecting and networking.
• Ability to work in an environment where majority of compensation is tied to performance.
• Strong follow‑through skills.
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel.

• Bachelor’s degree or equivalent experience.
• Additional financial services industry or sales experience.
• Ability to adapt to new technology or applications.
• Multitasking capability.

• 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

This position is subject to SAFE Act registration requirements. Employees engaged in residential loan…