Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market

Bank of America•Upper Arlington, OH

3d•$80,000 - $90,000•Onsite

About The Position

Merrill Wealth Management provides goals-based wealth management, investment products, and services to individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates work with clients through personal advisory relationships and draw on 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 position also uses technology to support business growth, profiles clients to determine financial objectives, advances initiatives for clients and prospects, supports business development plans, and follows privacy and regulatory guidance. The role is based in Merrill’s in-office culture, with expectations and flexibility determined by role responsibilities and business needs. The position is subject to SAFE Act registration requirements, including registration and a background check. It is a first-shift role scheduled for 40 hours per week and is eligible for a formulaic incentive plan and company benefits.

Requirements

Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses in lieu of Series 66.
At least one year of investment-industry experience, 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.
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 education, or equivalent.
Ability to obtain and maintain required SAFE Act registration, including completing the required 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 about Merrill offerings.
Present the capabilities of Merrill and Bank of America.
Collect client profile information and follow standard Know Your Customer (KYC) procedures to open accounts as appropriate.
Serve as an interim Financial Advisor, recommending suitable investment products and services based on prospects’ and clients’ objectives, resources, time horizons, risk profiles, and preferences.
Service client accounts.
Accurately document client interactions and opportunities in Salesforce.
Identify client needs, develop relationships, review investment goals, and prepare investment recommendations.
Use technology to support 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.