Merrill Advisor Development Program - Financial Advisor: Long Island East Market

Bank of America; Town of Riverhead (NY); Sur place; USD 65 000 - 100 000; Plein temps

Résumé du poste

Bank of America’s Merrill Wealth Management is seeking a Merrill Advisor Development Program participant to work with high-net-worth individuals, identify needs, and deliver comprehensive recommendations aligned with clients’ goals. You will collaborate with Merrill teams to build experience and promote portfolio growth.

The role involves building a book of business, sourcing clients through referrals and networking, and balancing growth with compliance and client service.

Qualifications

• Series 7 & 66 licenses required.
• Minimum 1 year experience in financial services or sales.
• Investment products knowledge and training.
• Strong interpersonal and relationship-building skills.
• Proven ability to source clients through prospecting and networking.

Responsabilités

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the capabilities of Merrill and Bank of America.
• Collect necessary client profile data following standard KYC procedures to open accounts as appropriate.
• Serve as interim Financial Advisor with recommendations for prospects and clients based on objectives and risk profile.
• Document all client interactions and opportunities within Salesforce.

Connaissances

Relationship building

Prospecting

Client communication

Sales skills

KYC procedures

Team collaboration

Time management

Negotiation

Formation

Bachelor's degree

Outils

Salesforce

Microsoft Office

Description du poste

Job Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind, Merrill specializes in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Role Specifics

As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with both existing and prospective clients’ goals. You’ll collaborate with and be mentored by Merrill Financial Advisor Teams to build experience and promote portfolio growth.

The Merrill Advisor Development Program - Financial Advisor engages in:

• Developing a book of business to meet and exceed 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 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 longer‑term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking specialist expertise, when 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.
• Receive training and one‑on‑one coaching from our award‑winning Academy at Bank of America and local leadership 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 and 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 solutions we provide through Bank of America and Merrill to meet virtually all financial needs.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the extensive capabilities of Merrill and Bank of America.
• Collect necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Serve as interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences, while servicing client accounts.
• Document 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 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 written and verbal communication skills; 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 compensation is tied to performance.
• Strong follow‑through skills.
• Computer and technical literacy; proficiency 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.
• Ability to learn and adapt 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

This position is subject to SAFE Act registration requirements. As a specialist engaged in residential loan mortgage originations, all employees must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

Shift

1st shift (United States of America)

Hours Per Week

40