Merrill Advisor Development Program - Financial Advisor: Wisconsin Market

Bank of America • Madison, WI

23h • Onsite

About The Position

The Advisor Development Program is designed for individuals making a career transition and pursuing a career as a Financial Advisor. In this role, you will work with high-net-worth clients with annual revenues of $100,000–$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, assisting with business development plans, and following privacy and regulatory guidance.

The role may involve residential mortgage loan origination and requires SAFE Act registration, including completion of the required background check and maintenance of good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination. Merrill describes an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. Internal employees currently working from home may apply but could be required to work onsite if selected.

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 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 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 work collaboratively on a team and with key partners.
• Goal- and results-oriented approach with strong follow-through.
• Entrepreneurial mindset and ability to source clients through extensive 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 education, 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 manage multiple priorities simultaneously in a dynamic, deadline-driven environment.

Responsibilities

• Handle inbound inquiries from leads about Merrill offerings.
• Position 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, recommending suitable investment products and services based on clients’ and prospects’ objectives, resources, time horizons, risk profiles, and preferences, and service client accounts.
• Document client interactions and opportunities accurately in Salesforce.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED