Merrill Advisor Development Program - Financial Advisor: Western Pennsylvania Market

Bank of America•Pittsburgh, PA

3d•Onsite

About The Position

The Financial Advisor works with high-net-worth clients with annual revenues of $100,000 to $5 million. The role identifies client needs, develops relationships, reviews investment goals, and prepares investment recommendations. It leverages technology and client profiling to support business growth and understand clients’ financial objectives. The position also drives initiatives to maximize impact for clients and prospects, assists with business development plans, and follows guidance on privacy and regulatory matters. The advisor handles inbound lead inquiries, presents Merrill and Bank of America capabilities, collects client profile information using standard Know Your Customer (KYC) procedures, and may serve as an interim Financial Advisor. In that capacity, the role recommends suitable investment products and services based on clients’ objectives, resources, time horizons, risk profiles, and preferences, and services client accounts. Client interactions and opportunities are documented in Salesforce. Merrill describes its culture as committed to in-office collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The position is subject to SAFE Act registration requirements, including registration and a background check. Internal employees currently working from home may apply, but selected candidates may be required to work onsite in accordance with the workplace excellence policy.

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 investment-industry experience, including investment training and in-depth knowledge of investment products and services.
At least one year of financial-services industry experience and/or sales-environment experience where goals were met or exceeded.
Ability to engage with and influence others.
Exceptional interpersonal and relationship-building skills, with the ability to build trust and credibility quickly.
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 collaborate with a team and 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 most compensation is tied to performance.
Computer and technical literacy, including proficiency in Microsoft Word, PowerPoint, and Excel.
Meet SAFE Act registration, background-check, and ongoing good-standing requirements.

Nice To Haves

Bachelor’s degree.
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.
Present 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, recommending suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences, and service client accounts.
Accurately document client interactions and opportunities in Salesforce.
Identify client needs, develop relationships, review investment goals, and prepare investment recommendations.
Use technology and client profiling to support business growth and determine financial objectives.
Drive initiatives to maximize impact for clients and prospects and assist with business development plans.
Follow guidance on privacy and regulatory matters and meet SAFE Act registration requirements.

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