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. The program focuses on goal‑based wealth management, including retirement, education, legacy, and other life goals through investment advice and guidance.

The Advisor Development Program is designed for individuals excited to make a career transition and pursue a passion for becoming a Financial Advisor. As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net worth individuals to identify needs, build relationships, review financial goals, and deliver comprehensive recommendations that align with client objectives.

• Develop a book of business to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, and refer customers to the appropriate internal specialists.
• 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.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Collaborate with 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 client profile data following KYC procedures and open accounts as appropriate.
• 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.

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum one year experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Minimum one year experience in the investments industry, including investment training and an 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 with an entrepreneurial mindset and proven ability to source clients through 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, and Excel.

• Bachelor’s degree.
• Minimum one year of financial services industry or sales experience.

• 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 mortgage originations 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.

Pay range: $80,000.00 – $90,000.00 annualized salary, determined by experience, education, and skill set. This role is eligible to participate in a formulaic incentive plan, with incentives earned based on performance against defined metrics. Benefits include industry‑leading benefits, paid time off, resources, and support for physical, emotional, and financial well‑being.