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Merrill Advisor Development Program - Financial Advisor: Princeton Bucks County Market
Bank of America•Princeton, TX
•$80,000 - $90,000•Onsite
About The Position
Merrill Wealth Management provides goals-based wealth management and investment products and services to individuals, companies, and institutions. The Advisor Development Program is intended for people making a career transition into financial advising. As a Financial Advisor in the program, you will work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations for existing and prospective clients. You will also collaborate with and receive mentoring from Merrill Financial Advisor Teams to build experience and promote portfolio growth. The position involves developing a book of business, sourcing and engaging prospective clients, assessing client needs, recommending suitable investments and services, and coordinating with internal specialists. You will balance business development, client follow-up, compliance, and professional development while organizing the resources needed to run a productive practice. Training, coaching, onboarding, and a defined consultative approach are provided. The role is based at the Princeton, New Jersey office and is subject to SAFE Act registration requirements, including a background check and maintaining registration in good standing.
Requirements
- Currently holds 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 financial services industry and/or a sales environment where goals were met or exceeded.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- Ability to engage with and influence others.
- Exceptional interpersonal and relationship-building skills.
- Effective written and verbal communication skills and ability to build trust and credibility quickly.
- Ability to assess needs and recommend appropriate solutions or interventions.
- Ability to work collaboratively on a team and with key partners.
- Ability to listen and probe for clarity and understanding.
- Goal- and results-oriented approach.
- 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.
- Strong follow-through skills.
- Computer and technical literacy, including proficiency in Microsoft Word, PowerPoint, and Excel.
Nice To Haves
- Bachelor’s degree.
- Learns and adapts to new technology or applications.
- Ability to execute multiple tasks simultaneously.
Responsibilities
- Develop a book of business to meet and exceed established performance hurdles.
- Prioritize prospect sourcing, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute customized solutions.
- Recommend investment products and services suitable to prospects’ objectives, resources, time horizon, risk profile, and preferences.
- Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal development.
- Organize and manage time, people, and budget resources to run a productive practice.
- Seek specialist expertise to identify client planning and investment strategies where appropriate.
- Complete mandated training, assessments, performance goals, and continuing education requirements.
- Handle inbound inquiries from leads about Merrill offerings.
- Present the capabilities of Merrill and Bank of America.
- Collect client profile data and follow standard KYC procedures to open accounts as appropriate.
- Serve as an interim Financial Advisor, recommend suitable investment products and services, and service client accounts.
- Accurately document client interactions and opportunities in Salesforce.
Benefits
- Industry-leading benefits.
- Access to paid time off.
- Resources and support for employees.
- Eligibility to participate in a formulaic incentive plan, with incentives based on performance against defined metrics.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
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