Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The firm is one of the largest 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. Trust comes from transparency, and our advisory teams have access to Merrill’s investment insights coupled with the banking convenience of Bank of America. We are committed to an in‑office culture with specific requirements for office‑based attendance, but also allow flexibility based on role‑specific considerations. We value diversity and encourage a workplace where all employees and clients can bring their whole selves to work. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics 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’ll also collaborate with and be mentored by Merrill Financial Advisor Teams to promote portfolio growth. The Merrill Advisor Development Program – Financial Advisor engages in Developing a book of business to meet and exceed established performance hurdles Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, and referring customers to the appropriate internal specialists to deliver highly customized solutions Recommending suitable investment products and services based on clients’ objectives, resources, time horizon, risk profile, and preferences Balancing investment growth, referral activities, customer follow‑up, prospect building, administrative compliance, and personal development through day‑to‑day and long‑term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking expertise from specialists to identify planning and investment strategies for clients Completing mandated training, assessments, performance goals, and continuing education requirements We’ll help you Build a successful career at Bank of America through world‑class training and onboarding programs that set you up #J-18808-Ljbffr Bank of America