Merrill Advisor Development Program - Financial Advisor: Northern New England Market

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The advisor development program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Summary As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with the goals of both existing and prospective clients. You will collaborate with and be mentored by Merrill Financial Advisor teams to build experience and promote portfolio growth. Responsibilities Develop a book of business to meet and exceed established performance hurdles. Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, refer customers to internal specialists, and execute highly customized solutions. Recommend investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences. Balance investment growth, referral activities, customer follow‑up, prospect building, administrative compliance, and personal development in both day‑to‑day and long‑term planning. Organize and manage resources (time, people, budget) to run a productive practice. Seek specialist expertise when appropriate to identify planning and investment strategies for clients. Complete mandated training, assessments, performance goals and continuing education requirements. Handle inbound inquiries from leads regarding Merrill offerings and position the extensive capabilities of Merrill and Bank of America. Collect client profile data following standard KYC procedures and open accounts as appropriate. Serve as interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients. Document all client interactions and opportunities accurately within Salesforce. Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Minimum one year experience in the financial services or sales environment where goals were met or exceeded. Minimum one year experience in the investment industry with in‑depth knowledge of investment products and services. Proven ability to engage with and influence others. Exceptional interpersonal and relationship‑building skills. Effective written and verbal communication skills. Ability to quickly build trust and credibility with clients. Ability to assess needs and recommend appropriate solutions/interventions. Team‑oriented collaboration with key partners. Active listening and probing for clarity. Goal and results oriented with an entrepreneurial mindset. Proven ability to source clients through extensive prospecting and networking. Strong follow‑through skills. Computer and technical literacy, proficient in Microsoft Word, PowerPoint, Excel. Subject to SAFE Act registration requirements for residential loan mortgage originations. Desired Qualifications Bachelor’s degree or equivalent experience. Adaptability to new technology and applications. Ability to execute multiple tasks simultaneously. Skills Business acumen, business development, oral communications, prospecting, wealth planning. Analytical thinking, client experience, branding, portfolio analysis, risk management. Active listening, advisory, emotional intelligence, referral management, trading. Job Details Shift: 1st shift (United States of America)Hours per week: 40 Pay range: $80,000.00 – $90,000.00 annualized salary (based on experience, education, and skill set).Eligible for a formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities. Benefits Eligible for industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being. #J-18808-Ljbffr