Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions, 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. We believe trust comes from transparency and provide access to Merrill investment insights and Bank of America banking convenience. Merrill is committed to an in‑office culture that supports collaboration, engagement, and career development with clear expectations and flexibility based on role‑specific responsibilities. 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 aligned with client objectives, as well as 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 performance hurdles. Prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing highly customized solutions. Recommending investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences. Balancing investment growth, referral activities, customer follow‑up, prospect building, administrative compliance, and personal growth according to day‑to‑day and longer‑term planning. Organizing and managing resources to run a productive practice. Seeking expertise of specialists to identify planning and investment strategies. Completing mandated training, assessments, performance goals, and continuing education requirements. We’ll help you Build a successful career at Bank of America with world‑class training and onboarding programs. Receive training and one‑on‑one coaching from our award‑winning Academy and local leadership. Grow your business knowledge through a defined consultative approach to systematically identify client needs and solutions. Provide end‑to‑end comprehensive advice, deliver client reviews, and recommend strategies to achieve financial goals. Collaborate with core banking and investment partners and connect to all solutions through Bank of America and Merrill. Responsibilities Handle inbound inquiries from leads regarding Merrill offerings. Position the extensive capabilities of Merrill and Bank of America. Collect client profile data following KYC procedures to open accounts as appropriate. Act as interim Financial Advisor, recommending suitable investment products based on client objectives. 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 in the financial service industry and/or a sales environment with achieved goals. Minimum of one year experience in the investments industry, including investment training and in‑depth knowledge of products. Proven ability to engage with and influence others. Exceptional interpersonal and relationship‑building skills. Effective written and verbal communication skills, building trust and credibility quickly. Proven ability to assess needs and recommend appropriate solutions. Ability to work collaboratively on a team and with key partners. Listening and probing skills for clarity and understanding. Goal and results oriented. Entrepreneurial mindset with proven client‑sourcing skills through prospecting and networking. Ability to work in an environment where 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 at least one year of financial services industry or sales experience. Ability to learn and adapt 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 This position is subject to SAFE Act registration requirements. Engagement in residential loan mortgage originations requires federal registry registration. Failure to register may result in immediate termination. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Bank of America