Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market

Bank of America•Allentown, PA

2d•Onsite

About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role works with high-net-worth clients with annual revenues of $100,000–$5 million to identify their needs, develop relationships, review investment goals, and prepare investment recommendations. The position leverages technology to support business growth, profiles clients to determine their financial objectives, advances initiatives for clients and prospects, assists with business development plans, and follows privacy and regulatory guidance. The Financial Advisor handles inbound inquiries from leads, presents the capabilities of Merrill and Bank of America, collects client profile information in accordance with standard KYC procedures, and opens accounts as appropriate. Acting as an interim Financial Advisor, the role recommends suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences, and services client accounts. All client interactions and opportunities must be accurately documented in Salesforce. The role is subject to SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check and registration process. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy.

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.
Strong 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 education, or equivalent.
Must register under the SAFE Act and complete the required background check and registration process; failure to obtain or maintain registration may result in immediate termination.

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 simultaneously in a dynamic, deadline-driven environment.

Responsibilities

Handle inbound inquiries from leads regarding Merrill offerings.
Present the capabilities of Merrill and Bank of America.
Collect required client profile information following standard KYC procedures and open accounts as appropriate.
Serve as an interim Financial Advisor by recommending suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences.
Service client accounts.
Accurately document all client interactions and opportunities in Salesforce.
Identify client needs, develop relationships, review investment goals, and prepare investment recommendations.
Leverage technology to achieve business growth goals 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, including SAFE Act registration requirements.