Merrill Advisor Development Program - Financial Advisor: Pasadena Central Market

Bank of America•Santa Clarita, CA

1d•$80,000 - $90,000•Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services, including goals-based advice for retirement, education, legacy, and other life goals. Financial Advisors work with high-net-worth clients with annual revenues of $100,000 to $5 million to identify needs, develop relationships, review investment goals, and prepare investment recommendations. The role leverages technology and client profiling to support business growth, determine financial objectives, and drive initiatives for clients and prospects. It also includes assisting with business development plans and following privacy and regulatory guidance. The Financial Advisor handles inbound leads, presents Merrill and Bank of America capabilities, collects client profile information under standard KYC procedures, and serves as an interim advisor by recommending suitable investment products and services and servicing accounts. Client interactions and opportunities are documented in Salesforce. Merrill describes its culture as in-office, with role-specific flexibility based on responsibilities and business needs.

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 financial services and/or sales-environment experience where goals were met or exceeded.
Ability to engage with and influence others.
Exceptional 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 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.
Minimum education requirement: High school diploma, GED, secondary school, or equivalent.
If engaged in residential mortgage loan originations, must register with the federal registry system and remain in good standing under SAFE Act requirements, including completing 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 effectively 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, recommending suitable investment products and services based on clients’ objectives, resources, time horizons, risk profiles, 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.
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 executing business development plans.
Understand and follow guidance on privacy and regulatory matters.