Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market

Responsibilities Handle inbound inquiries from leads regarding Merrill offerings. Position the extensive capabilities of Merrill and Bank of America. Collect 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 suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences. Document all client interactions and opportunities within Salesforce accurately. Required Qualifications Currently holds Series 7 & 66 (or 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 ability to source clients through extensive prospecting and networking. Ability to work in an environment where the majority of compensation is tied to 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. Aptitude for learning and adapting to new technology or applications. Ability to execute 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 Other Information SAFE Act registration required; employees must register and undergo the required background check. Shift: 1st shift (United States of America). Hours per week: 40. Location: Brooklyn, New York, Staten Island. Pay range: $80,000.00 - $90,000.00 annualized salary. Eligible for a formulaic incentive plan. Benefits: Eligible for benefits package including paid time off, resources, and support. #J-18808-Ljbffr