Merrill Advisor Development Program - Financial Advisor: East Bay Market

Merrill Advisor Development Program - Financial Advisor: East Bay Market

Walnut Creek, California;Napa, California; Pleasanton, California

To proceed with your application, you must be at least 18 years of age.

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To proceed with your application, you must be at least 18 years of age.

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Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

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Job Description:

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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

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.

The Merrill Advisor Development Program- Financial Advisor engages in:

• 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 building skills

• Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility

• Proven ability to assess needs and recommend appropriate solutions/interventions

• Proven ability to work collaboratively on a team and with key partners

• Proven ability to listen and probe for clarity and understanding

• Goal and results oriented

• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking

• Ability to work in an environment where the majority of your compensation is tied to your performance

• Strong follow-through skills

• Computer/technical literacy and 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

• Learns and adapts to new technology or applications

• Executes 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. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.