Merrill Financial Solutions Advisor - Partially Registered: Silicon Valley Market

Bank of America • Honolulu, HI

3d • $38 - $43 • Onsite

About The Position

Merrill Wealth Management is hiring a partially registered Financial Solutions Advisor for its Advisor Development Program. The role works with high-net-worth clients in a Merrill branch, identifying client needs, developing relationships, reviewing financial and investment goals, and preparing tailored recommendations aligned with clients’ objectives. The advisor will build a book of business, pursue portfolio growth, and collaborate with Merrill Financial Advisor teams, internal specialists, and Bank of America banking and investment partners.

The program provides training, onboarding, one-on-one coaching, and continuing education to help participants develop the skills and business knowledge needed to progress as advisors. The role includes client reviews and presentations, prospecting and referrals, recommending suitable investment products and services, managing a productive practice, and using available technology and resources to deliver an accurate customer experience. The position is in an office-based Merrill branch environment with role-specific flexibility based on business needs.

This position may involve residential mortgage loan origination and requires SAFE Act registration and a background check. Employees must maintain registration in good standing. Applicable hiring restrictions include FDIC, SAFE Act, Loan Originators, and FINRA requirements. The position is first shift, 40 hours per week, and pays $38.46–$43.27 per hour. Compensation is a base salary and is not incentive eligible.

Requirements

• Currently hold the FINRA Securities Industry Essentials (SIE) credential.
• 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.
• Be a self-starter who manages time and capacity efficiently.
• Set and accomplish goals.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and feel comfortable engaging with all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Be willing to learn, adapt to new information, and seek appropriate solutions for clients.
• Thoroughly incorporate relevant regulatory due diligence into daily activities and long-term client strategies.
• Meet applicable SAFE Act registration and background-check requirements if engaged in residential mortgage loan origination.

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.
• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities, and new-client development.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Develop a book of business to meet and exceed established performance hurdles and financial targets.
• Source prospective clients, capitalize on referrals, assess customer needs, connect clients with appropriate internal specialists, and execute customized solutions.
• Recommend investment products and services suited to clients’ objectives, resources, time horizons, risk profiles, and preferences.
• Balance investment growth, referral activities, customer follow-up, prospect development, compliance administration, and professional development.
• Organize and manage the time, people, and budget resources needed to run a productive practice.
• Seek specialist expertise when appropriate to identify client planning and investment strategies.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• Provide tailored advice through client reviews and presentations, partnering with management to assess financial goals and recommend investment advisory strategies.
• Understand and connect clients with solutions suited to their needs, including core banking, investment, and Life Priority solutions.
• Shadow Financial Advisor teams, share relevant market developments, discuss products as appropriate, and build a network to promote portfolio growth.
• Use available resources and technologies to optimize the customer experience and serve customers with operational excellence and accuracy.
• Build relationships with internal service providers based on client needs and asset thresholds.
• Proactively manage risk in business, product, and service transactions using available tools.
• Leverage technology to achieve business growth goals, profile clients’ investor characteristics and financial resource objectives, and build a sustainable book of business.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Training and onboarding programs.
• One-on-one coaching through the Bank of America Academy and local leadership.

What This Job Offers

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