Merrill Advisor Development Program - Financial Advisor: Providence Market

Overview Merrill Wealth Management offers comprehensive wealth management and investment services for individuals, companies, and institutions. The Advisor Development Program trains candidates to become skilled Financial Advisors, focusing on goals‑based planning for high‑net‑worth individuals. Responsibilities Develop a book of business to meet and exceed established performance hurdles. Prioritize sourcing prospective clients, capitalize on referrals, and assess customer needs. Recommend investment products and services that align with the client's objectives, resources, time horizon, risk profile and preferences. Balance investment growth, referral activities, client follow‑up, prospect building, administrative compliance, and personal growth and development. Organize and manage resources (time, people, budget) to run a productive practice. Seek specialized expertise to develop 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 Merrill and Bank of America capabilities. Collect necessary client profile data and complete KYC procedures to open accounts. Serve as an interim Financial Advisor, providing recommendations suitable for prospects and clients. Document all client interactions and opportunities within Salesforce. Required Qualifications Current Series7 and66 licenses (Series63 and65 licenses acceptable in lieu of Series66). Minimum of one year of experience in the financial service industry and/or a sales environment with exceeded goals. Minimum of one year of investment industry experience, including investment training and comprehensive product knowledge. Proven ability to engage and influence others. Exceptional interpersonal and relationship‑building skills. Strong communication skills (written and verbal) with a proven track record of building trust and credibility. Ability to assess needs and recommend appropriate solutions. Collaboration skills to work effectively with teams and partners. Active listening and clarity‑seeking capabilities. Goal‑ and results‑oriented entrepreneurial mindset, and experience sourcing clients through prospecting and networking. Strong follow‑through skills. Computer proficiency in Microsoft Word, PowerPoint, and Excel. Desired Qualifications & Skills Bachelor’s degree or equivalent experience. Experience with multiple tasks and new technology adoption. Business acumen, business development, oral communications, and client experience. Prospecting, wealth planning, analytical thinking, portfolio analysis, risk management, active listening, client solutions, advisory, emotional intelligence, referral management, and trading. Compliance Position requires SAFE Act registration and adherence to the federal registry and background‑check requirements. Compensation and Benefits Base salary: $80,000 - $90,000 (annualized), contingent on experience, education, and skill set. Formulaic incentive plan participation under the line of business incentive provisions. Eligible for benefits, including industry‑leading health, paid time off, and additional resources. Work Arrangement Shift: 1st shift (United States). Hours per week: 40. In‑office culture with specific attendance requirements, balanced with role‑specific flexibility. Location 1 Financial Plaza, Providence, RI. #J-18808-Ljbffr