Merrill Advisor Development Program - Financial Advisor: Western Pennsylvania Market

Bank of America•Pittsburgh, PA

2d•Onsite

About The Position

Merrill Wealth Management provides goals-based wealth management and investment products and services to individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates help clients pursue their goals through personal advisory relationships, with access to Merrill investment insights and Bank of America banking services. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. 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 also uses technology to support business growth, profiles clients to understand financial objectives, drives initiatives for clients and prospects, assists with business development plans, and follows privacy and regulatory guidance. The position serves as an interim Financial Advisor for prospects and clients, recommending suitable investment products and services and servicing client accounts.

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.
Proven 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 education, or equivalent.
Meet SAFE Act registration requirements, including registration and completion of the required background check and registration process; maintain registration in good standing.

Nice To Haves

Bachelor’s degree.
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 simultaneously 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 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 horizon, risk profile, and preferences, and service client accounts.
Accurately document 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.
Understand and follow guidance on privacy and regulatory matters.

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