Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market

About Merrill Wealth Management Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management 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 their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high‑net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. Key Responsibilities Developing a book of business in order to meet and exceed established performance hurdles. Effectively prioritizes 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. Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences. Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day‑to‑day and longer‑term planning. Organizing and managing resources (time, people, budget) to run a productive practice. Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client. Completing mandated training, assessments, performance goals and continuing education requirements. We’ll help you: Build a successful career at Bank of America through world class training and on‑boarding programs that set you up for success. Get training and one‑on‑one coaching from our award‑winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities Handles inbound inquiries from leads regarding Merrill offerings. Positions the extensive capabilities of Merrill and Bank of America. Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate. Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts. Documents all client interactions and opportunities within Salesforce accurately. Required Qualifications Currently holds Series 7 & 66 (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 b Equal Opportunity Employer Statement Merrill is an equal opportunity employer. We are committed to building a diverse, inclusive workforce that reflects the world we serve. #J-18808-Ljbffr