Merrill Advisor Development Program - Financial Advisor: Los Angeles Market

Résumé du poste

Responsible for identifying needs and developing relationships with high-net-worth individuals to deliver comprehensive financial recommendations. The role involves building a book of business through prospecting, referrals, and collaborating with internal specialists to meet client goals.

Détails du poste

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing 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. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements We’ll help you: Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: Handles inbound inquiries from leads regarding Merrill offerings Positions the extensive capabilities of Merrill and Bank of America Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service 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 Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility Proven ability to assess needs and recommend appropriate solutions/interventions Proven ability to work collaboratively on a team and with key partners Proven ability to listen and probe for clarity and understanding Goal and results oriented Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Ability to work in an environment where the majority of your compensation is tied to your performance Strong follow-through skills Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously 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 This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Ontario - 901 Via Piemonte (CA6540), US - CA - Rolling Hills Estates - 608 SILVER SPUR RD - 608 Silver Spur (CA8922) Pay and benefits information Pay range $80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Ce que vous ferez

Responsible for identifying needs and developing relationships with high-net-worth individuals to deliver comprehensive financial recommendations. The role involves building a book of business through prospecting, referrals, and collaborating with internal specialists to meet client goals.

Exigences

Requires Series 7 and 66 licenses and at least one year of experience in financial services or a goal-oriented sales environment. Candidates must demonstrate strong interpersonal skills, an entrepreneurial mindset, and proficiency in Microsoft Office.

Avantages

• Paid Time Off • Formulaic Incentive Plan

Compétences indiquées

• Training · Souhaitée
• Microsoft · Souhaitée
• Leadership · Souhaitée
• Interpersonal · Souhaitée
• Client · Souhaitée
• Planning · Souhaitée
• management · Souhaitée
• Vente · Souhaitée
• Development · Souhaitée
• Time · Souhaitée
• Microsoft Word · Souhaitée
• Customer · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• 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
• Client Needs Assessment
• Core Banking
• Influencing Skills
• Know Your Customer
• Digital Acumen
• Influencing Without Authority
• Sales Prospecting
• Time Off Management
• Effective Communication
• Follow Through
• Resilience
• Planning
• Microsoft Word
• Microsoft Excel
• Management
• Investments
• Consultative Approaches
• Employee Performance Management
• Sales
• Financial Services
• Financial Industry Regulatory Authorities
• Leadership
• Innovation
• Loans
• Microsoft PowerPoint
• Presentations
• Wealth Management
• Relationship Building
• Coaching
• Time Horizon
• Verbal Communication Skills
• Registration
• Balancing (Ledger/Billing)
• FINRA Series 7 (General Securities Representative)

Domaines d’emploi

• Finance & Accounting
• Sales
• Consulting
• Management & Leadership
• Team Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors