Merrill Advisor Development Program - Financial Advisor: Nevada Market

Bank of America•Las Vegas, NV

1d•$80,000 - $90,000•Onsite

About The Position

The Merrill Advisor Development Program is designed for individuals making a career transition who want to become Financial Advisors. The role works with high-net-worth clients with annual revenues of $100,000 to $5 million, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. It involves leveraging technology and profiling activities to support business growth and understand clients’ financial objectives. The role also drives initiatives to benefit clients and prospects, assists with business development plans, and follows privacy and regulatory guidance. Responsibilities include handling inbound inquiries, explaining Merrill and Bank of America capabilities, collecting client profile information under KYC procedures, and serving as an interim Financial Advisor. The advisor recommends suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences, services client accounts, and records interactions and opportunities in Salesforce. The position may involve residential mortgage loan origination and requires SAFE Act registration and a background check. Employees must maintain good standing in the federal registry; failure to obtain or maintain registration may result in disciplinary action, up to termination. Merrill supports an in-office culture focused on collaboration, engagement, and career development, with role- and business-needs-based flexibility. The position is based at listed Nevada offices. It is a first-shift role with 40 hours per week. Compensation includes an annualized salary range of $80,000 to $90,000, with offers determined by experience, education, and skills, and eligibility for a formulaic incentive plan. The role is benefits eligible and includes access to paid time off.

Requirements

Currently hold Series 7 and Series 66 licenses, or Series 63 and 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.
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, 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 for and maintain good standing under SAFE Act requirements, including completing the required background check and registration process.

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 manage multiple priorities simultaneously in a dynamic, deadline-driven environment.

Responsibilities

Handle inbound inquiries from leads regarding Merrill offerings.
Present the capabilities of Merrill and Bank of America.
Collect necessary 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.
Service client accounts.
Document all client interactions and opportunities accurately in Salesforce.
Identify client needs, develop relationships, review investment goals, and prepare investment recommendations.
Use technology and client profiling activities to support business growth and determine clients’ financial objectives.
Drive initiatives to maximize impact for clients and prospects and assist with execution of business development plans.
Follow guidance on privacy and regulatory matters.