Merrill Advisor Development Program - Financial Advisor: Greater Atlanta Market

Bank of America•Gainesville, FL

2d•Onsite

About The Position

The Merrill Advisor Development Program is designed for individuals making a career transition and pursuing a career as a Financial Advisor. This role works with high-net-worth clients with annual revenues of $100,000 to $5 million to identify needs, develop relationships, review investment goals, and prepare investment recommendations. The position involves using technology to support business growth, profiling clients to understand their financial objectives, advancing initiatives for clients and prospects, supporting business development plans, and following privacy and regulatory guidance. Responsibilities also include handling inquiries from leads, presenting Merrill and Bank of America capabilities, collecting client profile information under standard KYC procedures, recommending suitable investment products and services, servicing accounts, and documenting client interactions and opportunities in Salesforce. The position may involve residential mortgage loan origination and requires SAFE Act registration and a background check. Employees must maintain good standing in the federal registry; failure to obtain or maintain registration may result in disciplinary action, including termination. Merrill describes its culture as in-office, supporting collaboration, engagement, and career development, with role-appropriate flexibility based on responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite under 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 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 skills.
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.
High school diploma, GED, secondary school credential, or equivalent.

Nice To Haves

Bachelor’s degree.
Track record of quickly learning and adapting to new technologies, systems, and digital tools.
Ability to effectively manage multiple priorities in a dynamic, deadline-driven environment.

Responsibilities

Handle inbound inquiries from leads regarding 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 by recommending suitable investment products and services based on clients’ and prospects’ objectives, resources, time horizons, risk profiles, and preferences.
Service 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 goals and profile clients to determine their financial objectives.
Help execute business development plans and drive initiatives intended to maximize impact for clients and prospects.
Follow guidance on privacy and regulatory matters, including SAFE Act registration requirements when applicable.