Merrill Advisor Development Program - Financial Advisor: Greater Kansas City Market

Bank of America•Leawood, KS

1d•Onsite

About The Position

Merrill’s 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 clients with annual revenues of $100,000 to $5 million, identify their needs, develop relationships, review investment goals, and prepare investment recommendations. You will use technology to support business growth, profile clients to understand their financial objectives, and help advance business development initiatives while following privacy and regulatory guidance. The role includes handling inquiries from leads, explaining Merrill and Bank of America capabilities, gathering client profile information in accordance with KYC procedures, and serving as an interim Financial Advisor. You will recommend suitable investment products and services based on clients’ objectives, resources, time horizons, risk profiles, and preferences, service client accounts, and document interactions and opportunities in Salesforce. The position may involve residential mortgage loan origination and requires SAFE Act registration, including a background check. Employees must maintain good standing in the federal registry system; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. Merrill supports an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. Internal employees currently working from home may apply, but selected employees may be required to work onsite under the workplace excellence policy.

Requirements

Currently hold Series 7 and 66 licenses, or Series 7 and the equivalent Series 63 and 65 licenses.
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.
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 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.
Must register under the SAFE Act and submit to the required background check; registration must be maintained 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 in a dynamic, deadline-driven environment.

Responsibilities

Handle inbound inquiries from leads about 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 client objectives, resources, time horizon, risk profile, 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 and profiling activities to determine clients’ financial objectives.
Assist with executing business development plans and initiatives to maximize impact for clients and prospects.
Follow guidance on privacy and regulatory matters and meet applicable SAFE Act registration requirements.