Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market

Bank of America • Pepper Pike, OH

2d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services. Financial Advisors and Wealth Management Client Associates help clients pursue their life goals through personal advisory relationships, with access to Merrill investment insights and Bank of America banking services.

This role works with high-net-worth clients with annual revenues of $100,000 to $5 million. The Financial Advisor identifies client needs, develops relationships, reviews investment goals, and prepares investment recommendations. The role uses technology and client profiling to support business growth and determine financial objectives, drives initiatives for clients and prospects, assists with business development plans, and follows privacy and regulatory guidance.

The position is subject to SAFE Act registration requirements. The employee must register with the federal registry system and complete the required background check and registration process, and must maintain good standing. Merrill describes its culture as in-office, with flexibility based on role responsibilities and business needs. Current internal employees working from home may apply, but selected employees may be required to work onsite.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 7 and Series 63 and 65 licenses 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 the financial services industry 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 build trust and credibility quickly.
• 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, or equivalent.
• Complete and maintain required SAFE Act registration and pass the associated background check and registration process.

Nice To Haves

• Bachelor’s degree and/or 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 effectively manage multiple priorities 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 data 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’ objectives, resources, time horizons, risk profiles, and preferences, and service client accounts.
• Accurately document all client interactions and opportunities in Salesforce.

What This Job Offers

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