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

Bank of America • Upper Arlington, OH

2d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. Its advisory teams combine Merrill investment insights with Bank of America banking services and support clients in pursuing goals such as retirement, education, and legacy planning. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

The Financial Advisor works with high-net-worth clients with annual revenues of $100,000 to $5 million. The role identifies client needs, develops relationships, reviews investment goals, and prepares investment recommendations. It also supports business growth through technology and client profiling, advances initiatives for clients and prospects, helps execute business development plans, and follows privacy and regulatory guidance. The position is based in the Buckeye & Associates Market and is subject to SAFE Act registration requirements, including registration and a background check.

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 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.
• 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 approach with strong follow-through.
• 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 qualification, or equivalent.
• Must complete and maintain required SAFE Act registration and pass the required background check and registration process.

Nice To Haves

• Bachelor’s degree.
• Track record of quickly learning and adapting to new technologies, systems, and digital tools.
• Ability to 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 information and follow standard Know Your Customer (KYC) procedures to open accounts as appropriate.
• Serve as an interim Financial Advisor by recommending suitable investment products and services based on clients’ and prospects’ objectives, resources, time horizons, risk profiles, and preferences, and by servicing client accounts.
• Document all client interactions and opportunities accurately in Salesforce.
• Identify client needs, develop relationships, review investment goals, and prepare investment recommendations.
• Leverage technology and client profiling to support business growth and determine clients’ financial objectives.
• Drive initiatives to maximize impact for clients and prospects and assist with executing business development plans.
• Follow guidance regarding privacy and regulatory matters.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan eligibility, with incentives based on performance against defined metrics.

What This Job Offers

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