Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market
On-sitePhoenix, Arizona, United States or Scottsdale, Arizona, United States
Job Summary
Handle inbound inquiries from leads regarding Merrill offerings and position the extensive capabilities of Merrill and Bank of America. Collect necessary client profile data following standard KYC procedures to open accounts, then serve as an interim Financial Advisor by recommending investment products suitable for prospects based on their objectives, resources, time horizon, risk profile, and preferences. Document all client interactions and opportunities within Salesforce accurately while balancing investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal development. Collaborate with core banking and investment partners to deliver end-to-end comprehensive advice and recommend strategies to help clients achieve their financial goals and life priorities.
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
- 1st shift (United States of America)
- 40 Hours Per Week
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
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