Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market

Bank of America • Frisco, TX

2d • Onsite

About The Position

The Merrill Advisor Development Program is designed for people making a career transition and pursuing a career as a Financial Advisor. In this role, you work with high-net-worth clients with annual revenues of $100,000–$5 million to identify needs, develop relationships, review investment goals, and prepare investment recommendations. You use technology and client profiling to support business growth and understand clients’ financial objectives, while advancing initiatives for clients and prospects, assisting with business development plans, and following privacy and regulatory guidance.

Responsibilities may include residential mortgage loan origination. The role requires SAFE Act registration and a required background check; employees must remain in good standing with the federal registry. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination. The position is part of Merrill Wealth Management, which provides goals-based wealth management and investment products and services. Merrill describes its culture as in-office, with role-appropriate 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 investments-industry experience, including investment training and in-depth knowledge of investment products and services.
• At least one year of financial services industry experience 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 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.

Nice To Haves

• Bachelor’s degree.
• Track record of quickly learning and adapting to new technologies, systems, and digital tools.
• Ability to effectively manage multiple priorities in a dynamic, deadline-driven environment.

Responsibilities

• Handle inbound inquiries from leads about 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, recommending suitable investment products and services based on clients’ and prospects’ objectives, resources, time horizons, risk profiles, and preferences, and service client accounts.
• Accurately document client interactions and opportunities in Salesforce.
• Use technology to support business growth and profile clients to determine their financial objectives.
• Drive initiatives to maximize impact for clients and prospects and assist with executing business development plans.
• Follow guidance on privacy and regulatory matters.

What This Job Offers

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