Merrill Advisor Development Program - Financial Advisor: Bridgewater & Associates Market

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Bridgewater (MA); Presencial; USD 80.000 - 90.000; Jornada completa

Descripción de la vacante

Bank of America Corporation’s Merrill Advisor Development Program offers a path to becoming a Financial Advisor serving high-net-worth individuals with comprehensive wealth-management solutions. Trainees will work with Merrill Advisor teams, building relationships and delivering tailored investment recommendations while pursuing mandated training and performance goals.

The program emphasizes mentorship, end-to-end client services, and collaboration with core banking and investment partners to

Formación

• Series 7 & 66 licenses (63 & 65 in lieu of 66) required.
• Minimum of one year in financial services or sales.
• Minimum of one year experience in investments with product knowledge.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship-building skills.
• Effective written and verbal communication; quickly build trust.
• Proven ability to work collaboratively with teammates and partners.
• Strong client listening and needs-based solution description.

Responsabilidades

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data and follows KYC to open accounts.
• Serves as interim Financial Advisor with investment recommendations.
• Documents client interactions in Salesforce accurately.

Conocimientos

Client prospecting

Relationship building

Communication skills

Sales experience

Team collaboration

Attention to detail

Strong follow-through

Educación

Bachelor's degree

High School Diploma

Herramientas

Salesforce

Microsoft Excel

PowerPoint

Descripción del empleo

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.

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

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. 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.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details US - NJ - Bridgewater - 100 SOMERSET CORPORATE BLVD (NJ2807), US - NJ - Iselin - 194 WOOD AVE S (NJ7550) Pay and benefits information Pay range $80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Privacy Statement

https://careers.bankofamerica.com/en-us/privacy-notice

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

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Pay Transparency

https://careers.bankofamerica.com/en-us/pay-transparency