Merrill Advisor Development Program - Financial Advisor: San Francisco Market

Bank of America • San Francisco, CA

2d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. Its goals-based approach includes planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s advisory teams combine Merrill investment insights with the banking convenience of Bank of America. The company emphasizes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

This role works with high-net-worth clients with annual revenues of $100,000 to $5 million. It identifies client needs, develops relationships, reviews investment goals, and prepares investment recommendations. The role leverages technology to support business growth, profiles clients to determine financial objectives, drives initiatives for clients and prospects, assists with business development plans, and follows guidance on privacy and regulatory matters.

The position handles inbound inquiries from leads, presents Merrill and Bank of America capabilities, gathers client profile information under standard KYC procedures, and may serve as an interim Financial Advisor. It recommends suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences; services client accounts; and accurately records interactions and opportunities in Salesforce. The position may also be responsible for residential mortgage loan provision and requires SAFE Act registration and a background check. The job is based at the San Francisco office, is a first-shift role, and is scheduled for 40 hours per week.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and 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 financial services industry experience and/or sales-environment experience where goals were met or exceeded.
• Ability to engage with and influence others.
• Strong 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, with strong follow-through.
• 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 education, or equivalent.
• Ability to meet applicable SAFE Act registration and background-check requirements for residential mortgage loan originators.

Nice To Haves

• Bachelor’s degree.
• 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.
• 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 horizon, risk profile, and preferences.
• Service client accounts.
• Document all client interactions and opportunities accurately in Salesforce.
• Identify client needs, develop relationships, review investment goals, and prepare investment recommendations.
• Leverage technology to achieve business growth goals and profile activities to determine clients’ financial objectives.
• Drive initiatives to maximize impact for clients and prospects and assist with executing business development plans.
• Understand and follow guidance on privacy and regulatory matters.
• Complete required SAFE Act registration and background check if engaged in residential mortgage loan origination.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan eligibility, with incentives earned based on performance against defined metrics.

What This Job Offers

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