Merrill Advisor Development Program - Financial Advisor

Join Bank of America’s Merrill Advisor Development Program and build a durable book of business within Merrill Wealth Management. You will deliver tailored investment recommendations to high-net-worth clients and collaborate with Merrill advisory teams to support portfolio growth. This onsite opportunity in Seattle, WA offers a competitive salary and a clear pathway to professional growth through world-class training and mentoring.

Location: Seattle, WA (onsite) | Salary: $80,000 - $90,000 per year | Education: Bachelor's degree | Experience: 1 year minimum

We’ll Help You

• Build a successful career at Bank of America through world-class training and onboarding programs
• Receive training and one-on-one coaching from the Academy at Bank of America and local leadership
• Grow your business knowledge using a defined consultative approach to 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 financial goals and life priorities
• Collaborate with core banking and investment partners to meet virtually all client needs

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings
• Position the capabilities of Merrill and Bank of America
• Collect client profile data and follow standard KYC procedures to open accounts as appropriate
• Serve as interim Financial Advisor, recommending investments and services suitable for prospects and clients based on objectives, resources, time horizon, risk profile, and preferences
• Document all client interactions and opportunities within Salesforce accurately
• Develop a book of business to meet and exceed performance hurdles
• Prioritize sourcing prospective clients, capitalize on referrals, assess needs, refer to internal specialists, and execute highly customized solutions
• Recommend investment products and services aligned with client objectives, resources, time horizon, risk profile, and preferences
• Balance investment growth, referral activities, follow-up, prospecting, compliance, and personal development in day-to-day and long-term planning
• Organize and manage resources (time, people, budget) to run a productive practice
• Engage specialists when needed to identify planning and investment strategies for clients
• Complete mandated training, assessments, performance goals, and continuing education requirements

Requirements

• Currently holds Series 7 & 66 licenses (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 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; able to quickly build trust and credibility
• Proven ability to assess needs and recommend appropriate solutions
• Proven ability to work collaboratively on a team and with key partners
• Proven active listening and probing skills for clarity and understanding
• Goal- and results-oriented mindset
• Entrepreneurial mindset with a proven ability to source clients through prospecting and networking
• Ability to operate in a compensation structure largely tied to performance
• Strong follow-through skills
• Computer literacy and proficiency in Microsoft Word, PowerPoint, and Excel

Technologies

• Salesforce
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Excel

The Merrill Advisor Development Program – Financial Advisor Engages In

• Developing a book of business to meet and exceed established performance hurdles
• Prioritizing sourcing prospective clients, leveraging referrals, assessing needs, referring to internal specialists, and delivering customized solutions
• Recommending investment products and services aligned with client objectives, resources, time horizon, risk profile, and preferences
• Balancing investment growth, referrals, follow-up, prospecting, compliance, and personal development
• Organizing and managing resources to run a productive practice
• Seeking specialists to identify planning and investment strategies for clients
• Completing mandated training, assessments, performance goals, and continuing education requirements

Shift and Hours

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