Merrill Advisor Development Program - Financial Advisor: Western Pennsylvania Market

Bank of America; Upper St. Clair (Allegheny County); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive training and onboarding

Career development opportunities

Job summary

Bank of America is seeking candidates for the Merrill Advisor Development Program, focusing on high-net-worth individuals. As a Financial Advisor, you will identify client needs, develop relationships, and provide tailored investment recommendations.

The role emphasizes collaboration and professional development, supported by world-class training programs. Ideal candidates will have at least one year of experience in financial services or sales, along with the necessary licenses.

Qualifications

• Currently holds Series 7 & 66 (or Series 63 & 65 in lieu of 66).
• Minimum of one year experience in the financial services industry.
• Proven ability to engage and influence others.

Responsibilities

• Develop a book of business to meet established performance hurdles.
• Prioritize sourcing prospective clients through referrals.
• Recommend investment products suitable for client objectives.

Skills

Business development

Client solutions advisory

Analytical thinking

Prospecting

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Job Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The firm specializes 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. Trust comes from transparency, and advisory teams have access to the investment insights of Merrill and the banking convenience of Bank of America.

Merrill is committed to an in‑office culture that supports collaboration, engagement, and career development, while providing an appropriate level of flexibility based on role‑specific responsibilities.

Our Wealth Management team values diverse perspectives and encourages employees to bring their whole selves to work. The Advisor Development Program is designed for individuals excited to transition into a career as a Financial Advisor.

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 that align with the goals of both existing and prospective clients. You will collaborate with and be mentored by Merrill Financial Advisor teams to promote portfolio growth.

Key Responsibilities

• Develop a book of business to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute highly customized solutions to meet client needs.
• Recommend investment products and services that are suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences.
• Balance investment growth, referral activities, customer follow‑up, prospect building, administrative compliance, and personal growth and development according to short‑term and long‑term planning.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Seek the expertise of specialists where appropriate to identify planning and investment strategies for a client.
• Complete mandated training, assessments, performance goals and continuing education requirements.

Support and Development

We will help you build a successful career through world‑class training, onboarding programs, one‑on‑one coaching, and a defined consultative approach to systematically identify client needs and solutions.

• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners and connect to all solutions provided through Bank of America and Merrill.

Required Qualifications

• Currently holds Series 7 & 66 (or Series 63 & 65 in lieu of 66).
• Minimum of one year experience in the financial services 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, build trust, and demonstrate effective written and verbal communication.
• Ability to assess needs and recommend appropriate solutions or interventions.
• Strong teamwork and collaboration skills with key partners.
• Active listening and probing for clarity.
• Goal‑ and results‑oriented mindset.
• Entrepreneurial mindset with proven ability to source clients through extensive prospecting and networking.
• Ability to work in a compensation‑tied environment.
• Strong follow‑through skills.
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel.

Desired Qualifications

• Bachelor’s degree and/or at least one year of financial services or sales experience.
• Ability to learn and adapt to new technology or applications.
• Capacity to execute multiple tasks simultaneously.

Core Skills

• Business acumen, business development, and oral communications.
• Prospecting, wealth planning, analytical thinking, client experience branding.
• Client investments management, portfolio analysis, risk management, and active listening.
• Client solutions advisory, emotional intelligence, referral management, and trading.

Other Information

This position is subject to SAFE Act registration requirements. Employees 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