Merrill Advisor Development Program - Financial Advisor: Western NY Market

Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind 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 an advisory team committed to their needs. Trust is built through transparency, and our advisory teams are equipped with access to Merrill’s investment insights and the banking convenience of Bank of America. 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 will collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience and promote portfolio growth. Responsibilities Develop a book of business 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 that are 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 day‑to‑day and longer‑term planning. 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. Required Qualifications Currently holds Series 7 & 66 (see note: 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 written and verbal communication skills; proven ability to quickly build trust and credibility. Proven ability to assess needs and recommend appropriate solutions/interventions. Ability to work collaboratively on a team and with key partners. Strong follow‑through skills. Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel. Goal and results oriented with an entrepreneurial mindset; 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. Desired Qualifications Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Ability to learn and adapt to new technology or applications. Execution of multiple tasks simultaneously. Desired 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 Information This position is subject to SAFE Act registration requirements. 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. Career: 1st shift (United States of America). Weekly hours: 40. Pay range: $80,000 – $90,000 annualized salary (based on experience, education and skill set). Eligible for a formulaic incentive plan. This role is benefits eligible. We provide industry‑leading benefits, access to paid time off, and resources to support physical, emotional, and financial well‑being. #J-18808-Ljbffr Bank of America