Merrill Advisor Development Program - Financial Advisor: Columbia, South Carolina Market

Bank of America•Greenville, SC

1d•Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services. The Advisor Development Program is intended for people 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, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. The position uses technology to support business growth, profiles clients to understand financial objectives, advances initiatives for clients and prospects, helps execute business development plans, and follows guidance on privacy and regulatory matters. The position handles inquiries from leads, presents the capabilities of Merrill and Bank of America, collects client profile information under standard KYC procedures, and serves as an interim Financial Advisor. It provides recommendations on suitable investment products and services based on clients’ objectives, resources, time horizons, risk profiles, and preferences, services client accounts, and accurately documents client interactions and opportunities in Salesforce. The role may involve residential mortgage loan origination and requires SAFE Act registration and the required background check; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. Merrill describes its culture as office-oriented, supporting collaboration, engagement, and career development, with role-specific 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 holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66.
At least one year of investments-industry experience, 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, including 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 on a team and with 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.
Minimum education requirement: High school diploma, GED, secondary school, or equivalent.

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.
Skills listed: business acumen, business development, oral communications, prospecting, wealth planning, analytical thinking, client experience branding, client investments management, portfolio analysis, risk management, active listening, client solutions advisory, emotional intelligence, referral management, and trading.

Responsibilities

Handle inbound inquiries from leads regarding Merrill’s offerings.
Present the capabilities of Merrill and Bank of America.
Collect client profile data and follow standard KYC procedures to open accounts as appropriate.
Serve as an interim Financial Advisor, recommending suitable investment products and services based on clients’ objectives, resources, time horizons, risk profiles, and preferences.
Service client accounts.
Accurately document client interactions and opportunities in Salesforce.
Use technology to support business growth goals and profile clients to determine their 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.
Register under the SAFE Act and complete the required background check, as applicable to the role’s residential mortgage loan origination requirements.