Merrill Advisor Development Program - Financial Advisor: Los Angeles Market

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment services. The Advisor Development Program is designed for individuals excited to transition into a career as a Financial Advisor, combining Merrill’s expertise with the banking convenience of Bank of America. 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 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 plan 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 recommendations of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences, as well as 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 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) – 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 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 Learn and adapt to new technology or applications Execute multiple tasks simultaneously Key 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 Regulatory Requirement This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination. Compensation Annualized salary in the range of $80,000 to $90,000, plus incentive plan eligibility. Benefits Industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being. #J-18808-Ljbffr Bank of America