Ghr
Merrill Advisor Development Program - Financial Advisor: Park Ave Market
New York
Sponsorship not specified$80k-$90kDetected 6 days ago
Brand StrategySalesforceSalesBusiness DevelopmentExcelLeadershipCommunicationCollaborationProblem SolvingMentoringPublic SpeakingMicrosoft Office
About the role
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
- 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.
Responsibilities
- Handles inbound inquiries from leads regarding Merrill offerings
- Documents all client interactions and opportunities within Salesforce accurately
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to work collaboratively on a team and with key partners
- 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.
- Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
- 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.
Requirements
- 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
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to listen and probe for clarity and understanding
- 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
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
- 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
Compensation
- $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.
- Pay Transparency details
Benefits
- This role is currently benefits eligible.
Company info
- 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
- At Merrill, we empower you to bring your whole self to work.
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