Merrill Advisor Development Program - Financial Advisor: Greater Atlanta Merrill Market

Bank of America•Peachtree City, GA

7d•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. In this role, you will work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations for existing and prospective clients. You will also collaborate with and receive mentorship from Merrill Financial Advisor Teams to build your experience and promote portfolio growth. The role involves developing a book of business, sourcing and assessing prospective clients, making suitable investment recommendations, and balancing investment growth, referrals, client follow-up, prospecting, administrative compliance, and professional development. You will organize resources to run a productive practice, consult specialists when appropriate, and complete required training, assessments, performance goals, and continuing education. You will handle inbound inquiries about Merrill offerings, explain the capabilities of Merrill and Bank of America, collect client profile information using standard KYC procedures, and open accounts as appropriate. You will serve as an interim Financial Advisor, recommend suitable investment products and services, service client accounts, and document client interactions and opportunities accurately in Salesforce. The position is subject to SAFE Act registration requirements, including a background check and registration process. Merrill is committed to an in-office culture, with office-based attendance requirements and role-specific flexibility. The position is a first-shift role, 40 hours per week, in the Greater Atlanta Merrill Market.

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 financial services industry and/or a sales environment where goals were met or exceeded.
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Ability to engage with and influence others.
Exceptional interpersonal and relationship-building skills.
Effective written and verbal communication skills, with the ability to build trust and credibility quickly.
Ability to assess needs and recommend appropriate solutions or interventions.
Ability to work collaboratively on a team and with key partners.
Ability to listen and probe for clarity and understanding.
Goal- and results-oriented approach.
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.
Strong follow-through skills.
Computer and technical literacy, including proficiency in Microsoft Word, PowerPoint, and Excel.
Ability to meet SAFE Act registration requirements, including the required background check and registration process.

Nice To Haves

Bachelor’s degree.
At least one year of financial services industry or sales experience.
Ability to learn and adapt to new technology or applications.
Ability to execute multiple tasks simultaneously.

Responsibilities

Develop a book of business to meet and exceed established performance hurdles.
Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute customized solutions.
Recommend suitable investment products and services based on clients’ objectives, resources, time horizons, risk profiles, and preferences.
Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal development.
Organize and manage time, people, and budget to run a productive practice.
Seek specialists’ expertise when appropriate to identify planning and investment strategies for clients.
Complete mandated training, assessments, performance goals, and continuing education requirements.
Handle inbound inquiries from leads regarding Merrill offerings.
Position the capabilities of Merrill and Bank of America.
Collect client profile data in accordance with standard KYC procedures and open accounts as appropriate.
Serve as interim Financial Advisor, recommend suitable investment products and services, and service client accounts.
Accurately document client interactions and opportunities in Salesforce.
Build client relationships, review financial goals, and deliver comprehensive recommendations.
Collaborate with and learn from Merrill Financial Advisor Teams.
Complete SAFE Act registration and required background check and registration processes.