Merrill Financial Solutions Advisor - Partially Registered: San Francisco Market

Bank of America • San Francisco, CA

3d • $38 - $43 • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. The Financial Solutions Advisor works with high-net-worth clients in a Merrill branch, identifying their needs, developing relationships, reviewing investment goals, and preparing recommendations aligned with their goals. The role involves building a sustainable book of business, leveraging technology to grow the business, profiling clients’ investment objectives and resources, and providing a path toward further advisor career opportunities.

As part of the Advisor Development Program, the advisor receives training, onboarding, one-on-one coaching, and mentorship from Merrill Financial Advisor teams and local leadership. The role includes learning to deliver personalized advice through client reviews and presentations, connecting clients with banking and investment solutions, and collaborating with internal partners and specialists. Merrill describes its work culture as committed to in-office collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs.

The position is based at 555 California St, San Francisco, California, and is scheduled for 40 hours per week on first shift. Compensation is $38.46–$43.27 per hour, with offers based on experience, education, and skill set. The role has a base salary and is not incentive eligible. It is benefits eligible. The position may require SAFE Act registration and a background check if the employee engages in residential mortgage loan origination.

Requirements

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• At least 4 years of progressive professional and/or military experience.
• At least 2 years of experience in the investments industry.
• Ability to obtain Series 7 and Series 66 licenses within the allotted program time.
• Self-starter who efficiently manages time and capacity.
• Ability to set and accomplish goals.
• Ability to build and nurture strong relationships.
• Ability to collaborate effectively with others.
• Effective and confident communication skills and comfort engaging with all clients.
• Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Willingness to learn, adapt to new information, and seek appropriate client solutions.
• Thoroughly incorporate relevant regulatory due diligence into daily activities and long-term client strategies.
• Must register and remain in good standing in the federal registry system, and complete the required SAFE Act background check when engaged in residential mortgage loan origination; applicable restrictions include FDIC, SAFE Act, Loan Originators, and FINRA rules.

Nice To Haves

• Experience in financial services and/or a sales environment where goals were met or exceeded.
• Strong computer skills and ability to multitask in a demanding environment.
• Bachelor’s degree, preferably in a business-related field.
• Demonstrated ability to partner and promote lead generation.
• Experience balancing investment management, sales activities, and new-client development.
• Professional designation such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Develop a book of business and meet or exceed established performance hurdles and financial targets.
• Prioritize prospective-client sourcing, capitalize on referrals, assess customer needs, refer clients to appropriate internal specialists, and deliver customized solutions.
• Recommend suitable investment products and services based on clients’ objectives, resources, time horizons, risk profiles, and preferences.
• Balance investment growth, referrals, customer follow-up, prospecting, administrative compliance, and professional development.
• Organize and manage time, people, and budget to run a productive practice.
• Consult specialists as appropriate to identify client planning and investment strategies.
• Complete required training, assessments, performance goals, and continuing education.
• Learn to provide tailored advice through client reviews and presentations, partner with management to assess financial goals, and recommend investment advisory strategies.
• Understand and connect clients with solutions suited to their financial needs, including core banking, investment, and Life Priority solutions.
• Shadow Financial Advisor teams, share relevant market developments, and discuss products as appropriate to promote portfolio growth.
• Use available resources and technologies to improve customer experience and deliver accurate, operationally excellent service.
• Build relationships with internal service providers based on client needs and asset thresholds.
• Proactively manage risk across business, product, and service transactions using available tools.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.

Benefits

• Benefits eligibility
• Access to paid time off
• Training and onboarding programs
• One-on-one coaching and mentorship

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed