Merrill Advisor Development Program - Financial Advisor - Greater Seattle Market

Bank of America•Everett, WA

1d•$80,000 - $90,000•Onsite

About The Position

The Merrill Advisor Development Program is designed for individuals making a career transition who want to become Financial Advisors. The role works with high-net-worth clients with annual revenues of $100,000 to $5 million, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. The Advisor uses technology to support business growth, profiles clients to understand financial objectives, helps execute business development plans, and follows privacy and regulatory guidance. The role may involve residential mortgage loan origination and requires SAFE Act registration and the associated background check; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. Merrill provides wealth management and investment products and services, with advisory teams supported by Merrill investment insights and Bank of America banking services. The company describes an in-office culture focused on collaboration, engagement, and career development, with flexibility appropriate to role responsibilities and business needs. The role is based in the Greater Seattle market, with listed work locations in Bellevue, Everett, and Seattle. It is a first-shift position scheduled for 40 hours per week.

Requirements

Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66.
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
Ability to engage with and influence others.
Exceptional interpersonal and relationship-building skills, with the ability to quickly build trust and credibility.
Effective written and verbal communication skills.
Ability to listen and probe for clarity and understanding, assess needs, and recommend appropriate solutions or interventions.
Ability to work collaboratively on a team and with key partners.
Goal- and results-oriented, with strong follow-through.
Entrepreneurial mindset and ability to source clients through prospecting and networking.
Ability to work in an environment where the majority of compensation is tied to performance.
Computer and technical literacy, including proficiency in Microsoft Word, PowerPoint, and Excel.
High school diploma, GED, secondary school qualification, or equivalent.
Register with the federal SAFE Act registry and remain in good standing; complete the required SAFE Act background check.

Nice To Haves

Bachelor's degree.
At least one year of financial services industry or sales experience.
Track record of quickly learning and adapting to new technologies, systems, and digital tools.
Ability to manage multiple priorities in a dynamic, deadline-driven environment.

Responsibilities

Handle inbound inquiries from leads about Merrill offerings.
Position the capabilities of Merrill and Bank of America.
Collect client profile information and follow standard KYC procedures to open accounts as appropriate.
Serve as an interim Financial Advisor by recommending suitable investment products and services based on clients' objectives, resources, time horizons, risk profiles, and preferences, and by servicing client accounts.
Document client interactions and opportunities accurately in Salesforce.
Identify client needs, develop relationships, review investment goals, and prepare investment recommendations.
Use technology to support business growth, conduct profiling activities to determine client financial objectives, and assist with business development plans.
Follow guidance on privacy and regulatory matters.