Merrill Advisor Development Program - Financial Advisor: Greater Denver Market

Bank of America • Greenwood Village, CO

4d • 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. Its advisory teams combine Merrill investment insights with Bank of America banking services. The company describes its culture as in-office, with role-specific flexibility, and emphasizes diversity and inclusion.

The Advisor Development Program is intended for people transitioning into a Financial Advisor career. In this role, you work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations for existing and prospective clients. You collaborate with and receive mentorship from Merrill Financial Advisor Teams while building a book of business and promoting portfolio growth.

The role handles inbound inquiries from leads, presents Merrill and Bank of America capabilities, collects client profile information under standard KYC procedures, and opens accounts when appropriate. It also serves as an interim Financial Advisor, recommending suitable investment products and services and servicing client accounts. Client interactions and opportunities must be documented accurately in Salesforce. The position includes required training, assessments, performance goals, and continuing education. It is based in Greenwood Village, Colorado, and is subject to SAFE Act registration and background-check requirements.

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 working in financial services and/or a sales environment where goals were met or exceeded.
• At least one year of investment-industry experience, 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 and 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.
• High school diploma, GED, secondary school qualification, or equivalent minimum education.
• Must complete SAFE Act registration and required background-check and registration process; failure to obtain or maintain registration may result in termination.

Nice To Haves

• Bachelor’s degree.
• At least one year of financial services industry or sales experience, listed as a desired qualification.
• 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, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute customized solutions.
• Recommend suitable investment products and services based on clients’ objectives, resources, time horizon, risk profile, and preferences.
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and professional development.
• Organize and manage time, people, and budget to run a productive practice.
• Seek specialist expertise when appropriate to identify planning and investment strategies for clients.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• Handle inbound inquiries from leads regarding Merrill offerings.
• Present the capabilities of Merrill and Bank of America.
• Collect client profile data using standard KYC procedures and open accounts as appropriate.
• Serve as an interim Financial Advisor, recommending suitable products and services and servicing client accounts.
• Document client interactions and opportunities accurately in Salesforce.
• Build client relationships, review financial goals, and deliver comprehensive recommendations.
• Collaborate with and learn from Merrill Financial Advisor Teams.
• Use a consultative approach to identify client needs and appropriate solutions, deliver client reviews and presentations, and collaborate with banking and investment partners.

Benefits

• Industry-leading benefits; this role is benefits eligible.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive-plan eligibility, with incentives earned based on performance against defined metrics.
• World-class training and onboarding programs.
• Training and one-on-one coaching from the Bank of America Academy and local leadership.

What This Job Offers

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