Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market

Bank of America•York, 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 involves identifying client needs, developing relationships, reviewing investment goals, and preparing investment recommendations. The advisor uses technology and client profiling to support business growth and determine financial objectives, drives initiatives to maximize impact for clients and prospects, assists with business development plans, and follows privacy and regulatory guidance. The role handles inbound inquiries from leads, presents Merrill and Bank of America capabilities, gathers client profile information using standard KYC procedures, and serves as an interim Financial Advisor. It provides suitable investment product and service recommendations based on clients’ objectives, resources, time horizons, risk profiles, and preferences, while also servicing accounts. Client interactions and opportunities are documented in Salesforce. Merrill supports an in-office culture focused on collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The position is subject to SAFE Act registration requirements, including registration, a background check, and maintaining good standing.

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 experience in which 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 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, or equivalent.
Must obtain and maintain SAFE Act registration and complete the required background check and registration process.

Nice To Haves

Bachelor’s degree and/or 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 effectively manage multiple priorities in a dynamic, deadline-driven environment.

Responsibilities

Handle inbound inquiries from leads regarding Merrill offerings.
Position the capabilities of Merrill and Bank of America.
Collect necessary client profile data 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 client objectives, resources, time horizon, risk profile, and preferences.
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 profiling activities to support business growth and determine clients’ financial objectives.
Drive initiatives to maximize impact for clients and prospects and assist with executing business development plans.
Follow guidance on privacy and regulatory matters.