Merrill Advisor Development Program - Financial Advisor: Houston Market

Bank of America; Beaumont (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America’s Merrill Wealth Management Advisor Development Program is designed for professionals transitioning to a career as a Financial Advisor. The role emphasizes developing a book of business, sourcing clients, and delivering tailored investment guidance within a supportive training environment.

Applicants should hold Series 7 & 66 (or 63/65 in lieu) and have at least one year in financial services or sales.

Qualifications

• Minimum one year in financial services or sales with goals met.
• Bachelor’s degree or equivalent; FINRA licenses required (Series 7 & 66).
• Proven ability to engage, influence others and build trust quickly.

Responsibilities

• Handle inbound inquiries about Merrill offerings and advise clients.
• Document client interactions in Salesforce and maintain records.
• Position Merrill/BoA capabilities to meet client objectives.

Skills

Strong communication

Relationship building

Prospecting

Team collaboration

Problem solving

Education

Bachelor’s degree

FINRA licenses (Series 7 & 66)

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

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 with specific requirements for office‑based attendance, allowing for an appropriate level of flexibility based on role‑specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings unique perspectives, ideas, and experiences, creating a culture‑driven, resilient, results‑focused community.

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion for becoming a Financial Advisor.

Advisor Development Program

• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizing 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 day‑to‑day and long‑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 onboarding 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 recommendations 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 ListeningClient Solutions Advisory
• Emotional Intelligence
• Referral Management
• Trading

Compliance

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