Merrill Advisor Development Program - Financial Advisor: Valley Coast Market

Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing 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 the life they envision through a personal relationship with their advisory team committed to their needs. At Merrill we value the unique perspectives in our thoughts, business, and within our employees and clients. Role Overview The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. As a Merrill Advisor Development Program – Financial Advisor, you will be responsible for working with high‑net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering 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 upon your experience to promote portfolio growth. Responsibilities Develop a book of business in order to meet and exceed established performance hurdles Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile, and preferences Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal growth and development according to both a day‑to‑day and longer‑term planning Organize and manage resources (time, people, budget) to run a productive practice Seek the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Complete mandated training, assessments, performance goals and continuing education requirements Handle inbound inquiries from leads regarding Merrill offerings Position the extensive capabilities of Merrill and Bank of America Collect the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serve 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, and servicing client accounts Document all client interactions and opportunities within Salesforce accurately Required Qualifications Currently holds Series7 &66 (63 &65 in lieu of 66) licenses Minimum of one year experience working in the financial services 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 Desired Qualifications 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 Skills Business Acumen Business Development Oral Communications Prospecting Wealth Planning Analytical Thinking Client Experience Branding Client Investments Management Portfolio Analysis Risk Management Active Listening Client Solutions Advisory Emotional Intelligence Referral Management Trading Additional Requirements This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Shift and Hours Shift: 1st shift (United States of America) Hours Per Week: 40 Compensation and Benefits Pay range: $80,000.00 – $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. The role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics. This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to a diverse and inclusive workplace. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. #J-18808-Ljbffr