Back to search results
Merrill Advisor Development Program - Financial Advisor
Valley Coast Market Westlake Village California Santa Barbara California Woodland Hills California Additional locations
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Job Description
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.
Merrills 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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill we empower you to bring your whole self to work. We value diversity in our thoughts business and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives ideas and experiences helping to create a work community that is culture driven resilient results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Role Specifics
As a Merrill 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. Additionally youll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
The Merrill Advisor Development Program- Financial Advisor engages in
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizes 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 a 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
Well help you
Build a successful career at Bank of America through world class training and on-boarding 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 who are 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 reviewspresentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Responsibilities
Handles inbound inquiries from leads regarding Merrill offerings
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data following standard KYC procedures to open accounts 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 preferences as well as servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately
Required Qualifications
Currently holds Series 7 & 66 63 & 65 in lieu of 66 licenses
Minimum of one year experience working in the financial service industry andor 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 communication skills written and verbal - Proven ability to quickly build trust and credibility
Proven ability to assess needs and recommend appropriate solutionsinterventions
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal and results oriented
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Ability to work in an environment where the majority of your compensation is tied to your performance
Strong follow-through skills
Computertechnical literacy and proficiency in Microsoft Word PowerPoint Excel
Desired Qualifications
Bachelors degree andor a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Skills
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. Pursuant to the SAFE Act requirements all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain andor maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position FDIC Safe Act Loan Originators and FINRA
Shift1st shift United States of AmericaHours Per Week 40 Learn more about this role Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Full time JR-26015210 Manages People No Travel Yes 5 of the time Age requirement Must at least be 18 years of age.
California pay and benefits information
California pay range 80000.00 - 90000.00 annualized salary offers to be determined based on experience education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly quarterly andor annual incentive opportunities. Incentives are earned based on the employees performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits access to paid time off resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve
Share Save job Job saved