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Merrill Finance Jobs

2 jobs found

1mo ago

Merrill Advisor Development Program - Financial Advisor

Bank of America Frisco, TX

Frisco, TX

1mo ago Closed

Full time Advisor Advisor Development Analytical Skills

This position is no longer accepting applications (closed Aug 22, 2026).

Job Description

The Merrill Advisor Development Program in Frisco, TX offers an on-site pathway to becoming a Financial Advisor within Merrill Wealth Management. The program combines extensive training and coaching with practical client-focused work, helping you build a personal book of business, develop relationships with high-net-worth clients, and collaborate with Merrill teams to deliver comprehensive financial solutions.

Benefits

Structured, world-class training and onboarding through Bank of America programs designed to set you up for success.
One-on-one coaching from the Bank of America Academy and local leaders who are invested in your growth.
Expanded business knowledge through a defined consultative approach to systematically identify client needs and appropriate solutions.
End-to-end advisory support with client reviews and presentations, including recommended strategies to help clients reach their financial goals and life priorities.
Collaborative work with core banking and investment partners, connecting to the full range of Bank of America and Merrill resources to meet clients' financial needs.

Responsibilities

Develop a book of business aimed at meeting and exceeding performance targets.
Prioritize sourcing prospective clients, leverage referrals, assess client needs, refer to internal specialists, and implement customized solutions.
Recommend investment products and services aligned with prospects' objectives, resources, time horizon, risk profile, and preferences.
Balance investment growth, referrals, client follow-up, prospecting, compliance, and personal development through daily and ongoing planning.
Organize and manage resources such as time, people, and budget to run an effective practice.
Engage specialists when appropriate to identify planning and investment strategies for clients.
Complete required training, assessments, performance goals, and continuing education obligations.
Manage inbound inquiries from leads about Merrill offerings.
Communicate the capabilities of Merrill and Bank of America to clients and prospects.
Collect necessary client profile data and follow standard KYC procedures to open accounts as appropriate.
Serve as an interim Financial Advisor, recommending suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences, while servicing client accounts.
Document all client interactions and opportunities in Salesforce accurately.

Requirements

Current Series 7 and 66 licenses (63 and 65 in lieu of 66 accepted).
Bachelor’s degree required; minimum one year of experience in financial services or a sales environment with performance results.
Minimum one year of experience in the investments industry, including investment training and knowledge of investment products and services.
Proven ability to engage with and influence others.
Strong interpersonal and relationship-building skills.
Effective written and verbal communication; ability to quickly establish trust and credibility.
Proven ability to assess needs and recommend appropriate solutions.
Collaborative team player with experience working with key partners.
Active listening and probing skills to gain clarity and understanding.
Goal-oriented with a results mindset.
Entrepreneurial outlook with demonstrated ability to source clients through prospecting and networking.
Comfort working in an environment where compensation is largely performance-based.
Strong follow-through skills.
Computer literacy with proficiency in Microsoft Word, PowerPoint, and Excel.

Technologies

Salesforce
Microsoft Word
Microsoft PowerPoint
Microsoft Excel

Work Schedule

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

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1mo ago

Merrill Advisor Development Program - Financial Advisor

Bank of America Seattle, WA

Seattle, WA

1mo ago Closed

$80k - $90k/yr Full time Advisor Advisor Development Client Service

This position is no longer accepting applications (closed Aug 14, 2026).

Job Description

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

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Merrill Finance Jobs

Merrill Advisor Development Program - Financial Advisor

Merrill Advisor Development Program - Financial Advisor

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