Merrill Advisor Development Program - Financial Advisor: Delaware South Jersey Market

Bank of America • Mount Laurel, NJ

1d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. Its advisory teams combine Merrill investment insights with the banking convenience of Bank of America and support clients through personal relationships and guidance. Merrill values diverse perspectives and experiences and maintains an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

This role works with high-net-worth clients with annual revenues of $100,000–$5 million. The Financial Advisor identifies client needs, develops relationships, reviews investment goals, and prepares investment recommendations. The position uses technology to support business growth, profiles clients to determine financial objectives, advances initiatives for clients and prospects, assists with business development plans, and follows privacy and regulatory guidance. The role serves as an interim Financial Advisor and recommends suitable investment products and services based on clients’ objectives, resources, time horizon, risk profile, and preferences.

The position is based in Mount Laurel, New Jersey, is first shift, and is listed at 40 hours per week. It is subject to SAFE Act registration requirements, including registration and a background check. The role is eligible for a formulaic incentive plan and company benefits.

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 experience in the investments industry, 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.
• Strong 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 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.
• Ability to obtain and maintain SAFE Act registration, including completing the required background check and registration process.

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’s offerings.
• Present the capabilities of Merrill and Bank of America.
• Collect client profile information and follow standard KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor and recommend suitable investment products and services based on clients’ 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 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, including applicable SAFE Act registration requirements.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan based on performance against defined metrics.

What This Job Offers

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