Financial Advisor, Merrill Advisor Development Program

Jobtailor; Hinsdale (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

Merrill in Hinsdale, IL is seeking a skilled Financial Advisor to handle inbound inquiries and showcase the firm’s capabilities to prospective clients.

You will collect client data per KYC, recommend suitable investments, and document interactions in Salesforce, collaborating with partners to meet sales targets.

Qualifications

• Current Series 7 and 66 licenses required.
• At least 1 year in financial services or a sales environment with targets.
• Investment training and knowledge of investment products/services.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to prospects.
• Collect client profile data following standard KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor, providing investment recommendations based on objectives, resources, time horizon, risk profile, and preferences.
• Document all client interactions and opportunities in Salesforce accurately.

Skills

Series 7/66 licenses

Sales experience

Interpersonal skills

KYC procedures

Salesforce

Investments knowledge

Prospecting/networking

Communication skills

Microsoft Office

Tools

Salesforce

Microsoft Excel

Job description

Responsibilities

• Handling inbound inquiries from leads regarding Merrill offerings
• Positioning the extensive capabilities of Merrill and Bank of America
• Collecting the necessary client profile data, following standard KYC procedures to open accounts as appropriate
• Serving as interim Financial Advisor, providing recommendations of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences
• Documenting all client interactions and opportunities within Salesforce accurately

Requirements

• 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 assess needs of 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
• Strong follow-through skills
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Core Competencies

Demonstrates expertise in financial services and investment products, with a strong focus on client engagement and relationship building. Proficient in KYC procedures and Salesforce for accurate documentation and client management.