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Merrill Advisor Development Program - Financial Advisor: Mountain West Market

Bank of America•Spokane, WA
•Onsite
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About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue their life goals through personal relationships with advisory teams. The company emphasizes trust through transparency and provides access to Merrill's investment insights and Bank of America's banking convenience. Merrill is committed to an in-office culture with specific attendance requirements, while allowing flexibility based on role-specific considerations. The company values diversity and aims to create a culture-driven, resilient, results-focused, and effective work community. The Advisor Development Program is designed for individuals making a career transition to become a Financial Advisor. In this role, you will work with high-net-worth individuals, identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations. You will also collaborate with and be mentored by Merrill Financial Advisor Teams to promote portfolio growth. The program involves developing a book of business, prioritizing client sourcing, capitalizing on referrals, assessing customer needs, referring to specialists, and executing customized solutions. It also includes recommending suitable investment products and services, balancing various activities like investment growth, client follow-up, and administrative compliance, organizing resources, seeking specialist expertise, and completing mandated training and continuing education.

Requirements

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
  • Proven ability to assess needs and recommend appropriate solutions/interventions
  • Proven ability to work collaboratively on a team and with key partners
  • Proven ability to listen and probe for clarity and understanding
  • Goal and results oriented
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Ability to work in an environment where the majority of your compensation is tied to your performance
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Nice To Haves

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Responsibilities

  • Handles inbound inquiries from leads regarding Merrill offerings
  • Positions the extensive capabilities of Merrill and Bank of America
  • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
  • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
  • Documents all client interactions and opportunities within Salesforce accurately

Benefits

  • Industry-leading benefits
  • Access to paid time off
  • Resources and support to employees

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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