Merrill Advisor Development Program - Financial Advisor: Princeton Bucks County Market

Bank of America•Princeton, FL

1d•Onsite

About The Position

The Merrill Advisor Development Program is designed for individuals making a career transition into financial advising. In this role, you will work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations for existing and prospective clients. You will collaborate with and receive mentorship from Merrill Financial Advisor teams while building experience and growing a portfolio. The position involves developing a book of business, sourcing prospective clients and referrals, assessing client needs, and recommending suitable investment products and services. You will balance business development, client follow-up, compliance administration, and professional development, while organizing the resources needed to run a productive practice. The role also handles inbound leads, gathers client profile information under standard KYC procedures, provides interim Financial Advisor services, and records client interactions and opportunities in Salesforce. Bank of America provides training, onboarding, and one-on-one coaching through its Academy and local leadership. The role is based in an in-office culture with expectations shaped by role responsibilities and business needs. It is subject to SAFE Act registration and related background-check requirements. The position is first shift and scheduled for 40 hours per week.

Requirements

Currently holds 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 financial services industry and/or a sales environment where goals were met or exceeded.
At least one year of investment-industry experience, 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 written and verbal communication skills, with the ability to quickly build trust and credibility.
Ability to assess needs and recommend appropriate solutions or interventions.
Ability to collaborate with a team and key partners.
Ability to listen and probe for clarity and understanding.
Goal- and results-oriented approach.
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 and technical literacy, including proficiency in Microsoft Word, PowerPoint, and Excel.
High school diploma, GED, secondary school, or equivalent.

Nice To Haves

Bachelor’s degree.
At least one year of financial services industry or sales experience.
Ability to learn and adapt to new technology or applications.
Ability to execute multiple tasks simultaneously.

Responsibilities

Develop a book of business to meet and exceed established performance hurdles.
Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute customized solutions.
Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences.
Balance investment growth, referral activity, customer follow-up, prospect development, administrative compliance, and professional development.
Organize and manage time, people, and budget to run a productive practice.
Consult specialists as appropriate 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 explain Merrill and Bank of America capabilities.
Collect client profile information and follow standard KYC procedures when opening accounts.
Serve as an interim Financial Advisor by making suitable investment recommendations and servicing client accounts.
Accurately document client interactions and opportunities in Salesforce.
Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and life priorities.
Collaborate with core banking and investment partners.