Merrill Advisor Development Program - Financial Advisor: Midtown Manhattan Market

Overview 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. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. We believe trust comes from transparency and work with clients to pursue the life they envision through a personal relationship with their advisory team committed to their needs. Merrill is committed to an in‑office culture with specific requirements for office‑based attendance and a level of flexibility for teammates based on role‑specific considerations. At Merrill, we empower you to bring your whole self to work and value diversity in our thoughts, business, and among our employees and clients. 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 Develop a book of business to meet and exceed established performance hurdles. Prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to appropriate internal specialists, and executing highly customized solutions to meet client needs. Recommend investment products and services that are suitable for prospects based on 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 day‑to‑day and longer‑term planning. Organize and manage resources (time, people, budget) to run a productive practice. Seek expertise of specialists to identify planning and investment strategies for a client. Complete mandated training, assessments, performance goals, and continuing education requirements. Professional Development Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success. Receive training and one‑on‑one coaching from our award‑winning Academy at Bank of America and local leadership. Grow 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 and 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 solutions we provide through Bank of America and Merrill to meet virtually all client needs. Responsibilities Handle inbound inquiries from leads regarding Merrill offerings. Position the extensive capabilities of Merrill and Bank of America. Collect the necessary client profile data, following standard KYC procedures to open account(s) as appropriate. Act as interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients based on objectives, resources, time horizon, risk profile, and preferences. Document all client interactions and opportunities within Salesforce accurately. Required Qualifications Currently holds Series7 & 66 (Series63&65 in lieu of 66) licenses. Minimum of one year experience working in the financial services 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. 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 compensation is tied to 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. Ability to learn and adapt to new technology or applications. Execution of multiple simultaneous tasks. 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 Shift: 1st shift (United States of America). Hours Per Week: 40. Pay Range: $80,000.00 – $90,000.00 annualized salary, determined based on experience, education, and skill set. Formulaic incentive plan participation is available with monthly, quarterly, and annual incentive opportunities earned based on performance. 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. Registration and the required SAFE Act background check are mandatory; failure to maintain registration may result in immediate termination. Benefits: Role is currently benefits eligible. Benefits include industry‑leading benefits, access to paid time off, and resources to support physical, emotional, and financial well‑being. Privacy Statement: #J-18808-Ljbffr Bank of America