Financial Advisor

Job Overview Merrill Wealth Management is a leading wealth‑management provider focused on goal‑based financial planning and investment products. The Merrill Advisor Development Program (MDP) offers a structured path to become a financial advisor for high‑net‑worth clients. Role Specifics As a MDP – Financial Advisor you will: Develop a book of business and exceed performance hurdles. Source prospective clients, capitalize on referrals, assess needs, and execute customized solutions. Recommend suitable investment products and services aligned with clients’ objectives, resources, time horizon, risk profile, and preferences. Balance investment growth, referral activities, customer follow‑up, prospect building, administrative compliance, and personal development. Organize and manage resources (time, people, budget) to run an efficient practice. Seek specialist expertise to identify planning and investment strategies. Complete mandated training, assessments, performance goals, and continuing‑education requirements. Key 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 KYC procedures. Serve as an interim Financial Advisor, providing recommendations on investment products and services. Document all client interactions and opportunities within Salesforce. Qualifications Series7 & 66 licenses (or Series63 & 65 in lieu of 66). Minimum of one year experience in the financial services industry or a sales environment with goal attainment. Minimum of one year experience in the investments industry, including investment training and in‑depth product knowledge. Proven ability to engage with and influence others; strong interpersonal, relationship‑building, and communication skills. Analytical thinking, active listening, emotional intelligence, and referral management. Entrepreneurial mindset and ability to source clients through prospecting and networking. Ability to thrive in a performance‑based compensation environment. Computer/technical literacy and proficiency in Microsoft Office (Word, PowerPoint, Excel). Desired Qualifications Bachelor’s degree or equivalent. Experience in financial services or sales. Adaptability to new technology and multitasking ability. Business acumen, business development, wealth planning, and risk management. 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 Additional Requirements This position is subject to the 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 Pay range: $80,000.00 – $90,000.00 annualized salary. Eligible for a formulaic incentive plan. Benefits Benefits eligible, including industry‑leading paid time off, health and wellness resources, and other support for employees’ physical, emotional, and financial well‑being. Working Hours 1st shift, 40 hours per week. EEO Statement We are committed to a diverse and inclusive workforce and value the unique skills and perspectives of each employee. #J-18808-Ljbffr