Merrill Advisor Development Program - Financial Advisor: Wellesley Market

Job Overview

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

We believe 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.

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

• Working with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client goals.
• Collaborating with and being mentored by Merrill Financial Advisor Teams to build experience and promote portfolio growth.
• Developing a book of business to meet and exceed performance hurdles.
• Prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to specialists, and executing highly customized solutions.
• Recommending investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences.
• Balancing investment growth, referral activities, client follow‑up, prospect building, administrative compliance, and personal growth and development.
• Organizing and managing resources (time, people, budget) to run a productive practice.
• Seeking specialist expertise to identify planning and investment strategies for clients.
• Completing mandated training, assessments, performance goals, and continuing education requirements.

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

• Current Series 7 and 66 licenses (63 and 65 in lieu of 66).
• 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 investments, 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 build trust and credibility quickly.
• Ability to assess needs and recommend appropriate solutions or interventions.
• Ability to work collaboratively on a team and with key partners.
• Active listening and probing for clarity.
• Goal and results oriented with an entrepreneurial mindset; able to source clients through prospecting and networking.
• Strong follow‑through skills.
• Computer and technical literacy; proficiency in Microsoft Word, PowerPoint, and Excel.

• Bachelor’s degree and/or 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,…