Merrill Advisor Development Program- Financial Advisor: Palo Alto Market

Job Overview The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Responsibilities Work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with clients’ goals. Collaborate with and be mentored by Merrill Financial Advisor Teams to promote portfolio growth. Develop a book of business to meet and exceed established performance hurdles. Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute highly customized solutions. 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. Organize and manage resources (time, people, budget) to run a productive practice. Seek expertise of specialists to identify planning and investment strategies for clients. Complete mandated training, assessments, performance goals, and continuing education requirements. Handle inbound inquiries from leads regarding Merrill offerings. Position extensive capabilities of Merrill and Bank of America. Collect required client profile data following standard KYC procedures to open account(s). Serve as interim Financial Advisor, providing recommendations of investment products suitable for prospects and clients. 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 one year experience in the financial service industry and/or a sales environment where goals were met or exceeded. Minimum one year experience in the investments industry, including 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 assess needs and recommend appropriate solutions. Proven ability to work collaboratively on a team and with key partners. Proven ability to listen and probe for clarity. Goal and results oriented, entrepreneurial mindset, and ability to source clients through extensive prospecting and networking. Ability to work in an environment where majority of compensation is tied to performance. Strong follow‑through skills. Computer/technical literacy, 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. Ability to learn and adapt to new technology or applications. Ability to execute multiple tasks simultaneously. Core 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 This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination. Schedule and Compensation Shift: 1st shift (United States of America) Hours per week: 40 Location: 3075A Hansen Way, Palo Alto, CA 5820 Pay range: $80,000.00 – $90,000.00 annualized salary, with incentive eligibility. Benefits The role is benefits eligible with industry‑leading benefits, paid time off, and support for physical, emotional, and financial well‑being. Legal Statements Pay Transparency details: Privacy Statement: #J-18808-Ljbffr Bank of America