Merrill Advisor Development Program- Financial Advisor: Oklahoma Market

Bank of America; Oklahoma City (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

Merrill Wealth Management seeks a dynamic contributor for its Advisor Development Program – Financial Advisor. You will work with high‑net‑worth clients, identify needs, build relationships, and deliver comprehensive recommendations aligned with goals while being mentored by experienced advisor teams.

You will develop a foundation in investment products, portfolio construction, and client service, with training to advance toward a licensed advisory role.

Qualifications

• Current Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• Minimum of one year experience in financial services or sales with goal attainment.
• In‑depth knowledge of investment products and services.
• Proven ability to engage with and influence others.

Responsibilities

• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients and capitalize on referrals.
• Recommend investment products and services suitable for prospects based on objectives and risk.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Active Listening

Referral Management

Trading

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

About Merrill Wealth Management

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through personal relationships with advisory teams committed to their needs.

Job Overview

As an 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 their objectives. You will collaborate with and be mentored by Merrill Financial Advisor Teams to build your experience and promote portfolio growth.

Responsibilities

• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute customized solutions.
• Recommend investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences.
• 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 to identify planning and investment strategies for clients.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• Handle inbound inquiries from leads regarding Merrill offerings.
• Collect necessary client profile data and execute standard KYC procedures to open accounts.
• Serve as interim Financial Advisor by recommending suitable investment products and services.
• Document all client interactions and opportunities within Salesforce accurately.

Required Qualifications

• Current Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• Minimum of one year experience in the financial services or sales environment with demonstrated goal attainment.
• Minimum of one year experience in the investments industry, including 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, with the ability to build trust quickly.
• Strong assessment of client needs and recommendation of appropriate solutions.
• Team collaboration and partnership with key stakeholders.
• Active listening and probing for clarity.
• Results‑oriented entrepreneurial mindset with proven client sourcing through prospecting and networking.
• Capacity to work in an environment where the majority of compensation is performance‑based.
• Follow‑through skills and technical proficiency in Microsoft Word, PowerPoint, and Excel.

Desired Qualifications

• Bachelor’s degree and/or one year of financial services or sales experience.
• Adaptability to new technology or applications.
• Ability to handle multiple tasks concurrently.

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

Regulatory & Safety

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 remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination. The following laws or regulations restrict or prohibit hiring of individuals with certain specified criminal history for this position: FDIC, Safe Act, Loan Originators, and FINRA.

Working Hours

Shift: 1st shift (United States of America). Hours per week: 40.