Merrill Advisor Development Program - Financial Advisor: Dallas Market

Bank of America•Tyler, TX

1d•Onsite

About The Position

The Advisor Development Program is designed for individuals making a career transition who want to become Financial Advisors. This role works with high-net-worth clients with annual revenues of $100,000 to $5 million, identifying their needs, developing relationships, reviewing investment goals, and preparing 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 for clients and prospects. Responsibilities may include residential mortgage loan origination, making the position subject to SAFE Act registration and background-check requirements. Employees must register with the federal registry system and remain in good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The Financial Advisor role is part of Merrill Wealth Management, whose advisory teams provide investment advice and guidance alongside access to Bank of America banking services.

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 experience in the investments industry, 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 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.
Must register with the federal registry system and submit to the required SAFE Act background check; must maintain SAFE Act registration in good standing.

Nice To Haves

Bachelor’s degree.
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 client profile information and follow standard KYC procedures to open accounts as appropriate.
Serve as an interim Financial Advisor by recommending suitable investment products and services based on 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.
Leverage technology and profiling activities to support business growth and determine clients’ financial objectives.
Assist with business development plans and drive initiatives intended to maximize impact for clients and prospects.
Understand and follow guidance on privacy and regulatory matters.

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