Merrill Advisor Development Program - Financial Advisor - Mountain West Market

Bank of America • Bozeman, MT

1d • $80,000 - $90,000 • Onsite

About The Position

The Merrill Advisor Development Program is designed for individuals making a career transition and pursuing a career as a Financial Advisor. This role works 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 position uses technology and client profiling to support business growth and understand clients’ financial objectives, while helping execute business development plans and initiatives that benefit clients and prospects. The role also requires understanding privacy and regulatory guidance.

The position may involve residential mortgage loan origination and requires SAFE Act registration, including registration with the federal registry system and completion of the required background check. Employees must maintain good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. The role is based in Merrill’s in-office culture, with expectations shaped by role responsibilities and business needs. The listed locations are in Kennewick and Spokane, Washington. Internal employees currently working from home may apply, but selected candidates may be required to work onsite.

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 investments-industry experience, 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.
• 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 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 qualification, or equivalent.
• Register with the federal registry system and complete the required SAFE Act background check; maintain SAFE Act registration in good standing.

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.
• Skills in business acumen, business development, oral communications, prospecting, wealth planning, analytical thinking, client experience branding, client investments management, portfolio analysis, risk management, active listening, client solutions advisory, emotional intelligence, referral management, and trading.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the extensive 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 by recommending investment products and services suitable for clients’ and prospects’ objectives, resources, time horizons, risk profiles, and preferences, and by servicing client accounts.
• Accurately document client interactions and opportunities in Salesforce.
• Identify client needs, develop relationships, review investment goals, and prepare investment recommendations.
• Use technology and client profiling activities to support business growth and determine financial objectives.
• Assist with executing business development plans and initiatives for clients and prospects.
• Understand and follow guidance on privacy and regulatory matters.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan eligibility, with incentives based on performance against defined metrics.

What This Job Offers

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