Merrill Advisor Development Program - Financial Advisor: Oklahoma Market

Bank of America • Oklahoma City, OK

2d

About The Position

The Merrill 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 individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations for existing and prospective clients. You will collaborate with and receive mentoring from Merrill Financial Advisor Teams while building experience and growing a book of business.

The role involves responding to lead inquiries, presenting Merrill and Bank of America capabilities, gathering client profile information and opening accounts in accordance with KYC procedures, recommending suitable investment products and services, and servicing client accounts as an interim Financial Advisor. You will document client interactions and opportunities in Salesforce and balance prospecting, referrals, client follow-up, investment growth, compliance, and professional development.

The position includes training and one-on-one coaching through Bank of America’s Academy and local leadership. It is subject to SAFE Act registration requirements, including a background check and ongoing registration in good standing. The position is based in the Oklahoma market. Merrill describes its culture as committed to in-office attendance, with role-specific flexibility.

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 financial services industry and/or a sales environment where goals were met or exceeded.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.
• Effective written and verbal communication skills, with the ability to quickly build trust and credibility.
• Ability to assess needs and recommend appropriate solutions or interventions.
• Ability to work collaboratively on a team and with key partners.
• Ability to listen and probe for clarity and understanding.
• Goal- and results-oriented approach.
• Entrepreneurial mindset and ability to source clients through prospecting and networking.
• Ability to work in an environment where most compensation is tied to performance.
• Strong follow-through skills.
• Computer and technical literacy, including proficiency in Microsoft Word, PowerPoint, and Excel.
• Must meet SAFE Act registration requirements, including completing the required background check and maintaining registration in good standing.

Nice To Haves

• Bachelor’s degree.
• At least one year of financial services industry or sales experience.
• Ability to learn and adapt to new technology or applications.
• Ability to execute multiple tasks simultaneously.

Responsibilities

• Develop a book of business to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to appropriate internal specialists, and executing customized solutions.
• Recommend investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences.
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal development.
• Organize and manage time, people, and budget to run a productive practice.
• Consult specialists when appropriate to identify client planning and investment strategies.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• Handle inbound inquiries from leads regarding Merrill offerings.
• Explain 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 by recommending suitable investment products and services and servicing client accounts.
• Accurately document client interactions and opportunities in Salesforce.

Benefits

• World-class training and onboarding programs.
• Training and one-on-one coaching from Bank of America’s Academy and local leadership.
• Mentoring and collaboration with Merrill Financial Advisor Teams.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed