Merrill Advisor Development Program - Financial Advisor: Philadelphia Market

Bank of America • Lower Merion Township, PA

2d

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services, including goals-based planning for retirement, education, legacy, and other life goals. Financial Advisors and Wealth Management Client Associates work with clients through a personal advisory relationship, with access to 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 role also uses technology to support business growth, profiles clients to determine financial objectives, advances initiatives for clients and prospects, assists with business development plans, and follows privacy and regulatory guidance.

Merrill describes its work culture as committed to in-office collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This position 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 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 a demonstrated ability to build trust and credibility quickly.
• Effective written and verbal communication skills.
• Ability to listen and probe for clarity, assess needs, and recommend appropriate solutions or interventions.
• Ability to collaborate with a team and key partners.
• Goal- and results-oriented, with strong follow-through.
• Entrepreneurial mindset and demonstrated ability to source clients through prospecting and networking.
• Ability to work in an environment where most compensation is tied to performance.
• Computer and technical literacy, including proficiency in Microsoft Word, PowerPoint, and Excel.
• High school diploma, GED, secondary school credential, or equivalent.
• Must complete and maintain SAFE Act registration and satisfy the associated 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 manage multiple priorities 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 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.
• Accurately document client interactions and opportunities in Salesforce.

What This Job Offers

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