26 jobs for "Merrill Advisor Development Program - Financial Advisor: Suburban Boston Market"

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.

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's financial objectives. Job expectations include driving initiatives to maximize impact to clients and prospects, assisting with the execution of business development plans, understanding guidance on privacy and regulatory matters.

Responsibilities:

Handles inbound inquiries from leads regarding Merrill offering
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 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility
Effective communication skills (written and verbal)
Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Goal and results oriented with strong follow-through skills
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
Possesses computer/technical literacy and is proficient in Microsoft Word, PowerPoint, and Excel

Desired Qualifications:

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Track record of quickly learning and adapting to new technologies, systems, and digital tools
Proven ability to effectively manage multiple priorities simultaneously in a dynamic, deadline-driven environment

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

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.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:
1st shift (United States of America)

Hours Per Week:
40

About Bank of America

Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

Size: 10,000+ employees
Industry: Finance: Diversified

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