Merrill Advisor Development Program - Financial Advisor: Greater Atlanta Market

Bank of America•Alpharetta, GA

1d•Hybrid

About The Position

Merrill Wealth Management provides goals-based wealth management and investment products and services to individuals, companies, and institutions. The Advisor Development Program is designed for people making a career transition toward becoming a Financial Advisor. This role serves high-net-worth clients with annual revenues of $100,000 to $5 million by identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. The position uses technology and client profiling to support business growth, determine financial objectives, and advance initiatives for clients and prospects. It also supports business development plans and requires understanding privacy and regulatory guidance. The role handles inbound inquiries from leads, presents Merrill and Bank of America capabilities, collects client profile information under standard KYC procedures, and serves 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 records interactions and opportunities in Salesforce. The position may involve residential mortgage loan origination and requires SAFE Act registration and a background check; registration must be maintained in good standing. Merrill has an in-office culture with role-specific expectations and some 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. Compensation is primarily tied to performance.

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 the financial services industry and/or a sales environment where goals were met or exceeded.
Ability to engage with and influence others.
Strong interpersonal and relationship-building skills and 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 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, or equivalent.
If engaged in residential mortgage loan origination, must obtain and maintain SAFE Act registration and complete the required background check.

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 regarding Merrill offerings.
Position the capabilities of Merrill and Bank of America.
Collect necessary client profile data and follow standard KYC procedures to open accounts as appropriate.
Serve as an interim Financial Advisor and recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences.
Service client accounts.
Document client interactions and opportunities accurately within Salesforce.
Identify client needs, develop relationships, review investment goals, and prepare investment recommendations.
Leverage technology and profiling activities to support business growth and determine clients’ financial objectives.
Drive initiatives to maximize impact for clients and prospects and assist with execution of business development plans.
Understand and follow guidance on privacy and regulatory matters.
Register with the federal registry system and maintain good standing under SAFE Act requirements; complete the required SAFE Act background check.