Merrill Advisor Development Program - Financial Advisor (Partially Licensed): West LA Market

Bank of America•Los Angeles, CA

4d•$38 - $43•Onsite

About The Position

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. Merrill’s 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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Requirements

Currently holds FINRA Securities Industry Essentials (SIE)
4+ years of progressive professional and/or military experience
2+ years experience in investments industry
Ability to obtain Series 7 and 66 licenses within allotted program time
Is a self-starter who efficiently manages time and capacity
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
High School Diploma / GED / Secondary School or equivalent

Nice To Haves

Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Strong computer skills and the ability to multitask in a demanding environment
Bachelor's Degree, preferably in business-related field
Proven ability to partner and promote lead generation
Experience balancing investment management, sales activities and new client development
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Obtained insurance licenses

Responsibilities

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.
Collaborating with and being mentored by Merrill Financial Advisor Teams to build upon experience to promote portfolio growth.
Developing a book of business in order to meet and exceed established performance hurdles.
Effectively prioritizing 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.
Learning how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies.
Understanding client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions.
Shadowing Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth.
Leveraging available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy.
Participating in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor.
Building relationships with internal service providers based on client needs and asset thresholds.
Managing risk proactively in every aspect of business, product, and service transaction leveraging available tools.