Merrill Advisor Development Program - Financial Advisor: Louisiana Mississippi Market

Bank of America; New Orleans (LA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking candidates for the Merrill Advisor Development Program – Financial Advisor in New Orleans. You will build relationships with high-net-worth clients, identify needs, and deliver comprehensive recommendations aligned with goals.

Role requires licenses (Series 7 & 66 or 63 & 65) and a willingness to prospect, network, and grow a personal client book while completing mandated training and compliance requirements.

Qualifications

• Bachelor's degree or equivalent in a related field.
• Series 7 & 66 licenses or 63 & 65 as substitute.
• 1+ year in financial services or sales with goal attainment.
• Strong communication and relationship-building capabilities.

Responsibilities

• Develop a book of business to meet performance hurdles.
• Source clients via referrals, prospecting and networking.
• Deliver customized investment solutions and manage account execution.
• Balance growth, referrals, client follow-up and development.
• Collaborate with specialists to build comprehensive strategies.
• Complete mandated training and continuing ed requirements.

Skills

Relationship building

Communication skills

Entrepreneurial mindset

Prospecting

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Overview

The Advisor Development Program is designed for individuals excited to transition into a career as a Financial Advisor and develop their own client book within Merrill Wealth Management.

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 that align with the client’s objectives.

Responsibilities

• Develop a book of business to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, and referring customers to the appropriate internal specialists.
• Deliver highly customized solutions to meet client needs, recommend investment products and services suitable for prospects, and manage account execution.
• Balance investment growth, referral activities, client follow‑up, prospect building, administrative compliance, and personal development.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Seek expertise of specialists when appropriate to develop comprehensive planning and investment strategies.
• Complete mandated training, assessments, performance goals and continuing education requirements.

Required Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial services industry or a sales environment with goal attainment.
• 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, build trust, and build credibility.
• Exceptional interpersonal and relationship building skills.
• Effective written and verbal communication; quick to build trust and credibility.
• Strong assessment skills and the ability to recommend appropriate solutions.
• Collaborative team player who works effectively with key partners.
• Goal and results oriented with an entrepreneurial mindset; ability to source clients through prospecting and networking.
• Ability to work in an environment where compensation is largely performance‑based.
• Strong follow‑through skills, technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.

Desired Qualifications

• Bachelor’s degree or equivalent in a related field.
• Minimum of one year additional financial services industry or sales experience.
• Ability to learn and adapt to new technology or applications.
• Energy to execute multiple tasks simultaneously.

Desired 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

Additional Information

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

Shift: 1st shift (United States of America)

Hours Per Week: 40