Hybrid Wealth Advisor for High-Net-Worth Clients

NBMBAA; San Antonio (TX); On-site; USD 75,000 - 130,000; Full time

Job summary

Merrill Wealth Management is seeking a Financial Advisor for the Advisor Development Program to serve high-net-worth clients, identify needs, and build lasting relationships. The role emphasizes leveraging Merrill and Bank of America capabilities, meeting regulatory requirements, and driving business growth through rigorous prospecting and client service.

The position requires Series 7/66 licenses, strong communication and KYC skills, and the ability to work in an environment where compensation

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66).
• 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.

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

Skills

Series 7/66

Investment knowledge

Sales experience

Communication skills

Relationship building

Team collaboration

MS Office proficiency

Education

High school diploma / GED

Bachelor’s degree

Tools

Salesforce

Job description

Merrill Wealth Management is seeking a Financial Advisor for the Advisor Development Program to serve high-net-worth clients, identify needs, and build lasting relationships. The role emphasizes leveraging Merrill and Bank of America capabilities, meeting regulatory requirements, and driving business growth through rigorous prospecting and client service.

The position requires Series 7/66 licenses, strong communication and KYC skills, and the ability to work in an environment where compensation