Support the Financial Advisor team by managing client relationships, attending meetings, and coordinating sales and service activities.
Responsibilities
Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments
Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support coordination of all sales and service activities
Work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model
Provide specialized support in Business Development, Wealth Planning, Investment Management, or Business Management roles
Entry-level role in the Advisor Development Program providing client service support to Financial Advisors and progressing toward becoming a full-scale Financial Advisor.
Responsibilities
Provide client service support to multiple Financial Advisors
Support enterprise strategic objectives and operational excellence
Serve as primary point of contact for client service needs
Assist in building a book of business as a Financial Advisor trainee
Complete mandatory training and continuing education requirements
Responsible for working with high‑net‑worth clients, developing relationships, reviewing investment goals, and preparing investment recommendations.
Locations (3)
Bloomington, Minnesota, United States
Minneapolis, Minnesota, United States
Wayzata, Minnesota, United States
Compensation
$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
Handles inbound inquiries from leads regarding Merrill offering
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
Merrill Advisor Development Program - Financial Advisor: Louisville & Assoc. Market
Advisor Development Program designed to transition individuals into a career as a Financial Advisor, focusing on high-net‑worth client relationships and investment recommendations.
Responsibilities
Handles inbound inquiries from leads regarding Merrill offering
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
Financial Advisor in Merrill Wealth Management, responsible for building client relationships, developing investment recommendations, and growing a book of business.
Compensation
$38.46 - $43.27 hourly pay, offers to be determined based on experience, education and skill set.
Responsibilities
Develop a book of business to meet performance hurdles
Prioritize sourcing prospective clients and referrals
Recommend investment products based on client objectives
Balance growth, referral activities, and client follow-up
Organize and manage resources to run a productive practice
Requirements
Bachelor's Degree, preferably in business-related field
Financial Advisor – Partially Registered in Merrill Wealth Management’s Advisor Development Program, responsible for building a book of business, developing client relationships, and delivering investment recommendations to high‑net‑worth clients.
Locations (2)
San Jose, California, United States
Honolulu, Hawaii, United States
Compensation
$38.46 - $43.27 hourly pay
Responsibilities
Develop a book of business to meet performance hurdles
Prioritize sourcing prospective clients and referrals
Recommend investment products based on client objectives
Balance growth, referral activities, and compliance
Organize and manage resources to run a productive practice
Requirements
Bachelor's Degree, preferably in business-related field
Responsible for working with high-net worth clients, developing relationships, reviewing investment goals, and preparing investment recommendations.
Compensation
$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
Handles inbound inquiries from leads regarding Merrill offering
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
Requirements
Bachelor’s degree
High School Diploma / GED / Secondary School or equivalent
Financial Advisor in the Merrill Advisor Development Program, responsible for building a book of business, managing client relationships, and providing investment advice to high-net-worth clients.
Compensation
$38.46 - $43.27 hourly pay, offers to be determined based on experience, education and skill set.
Responsibilities
Develop a book of business to meet performance hurdles
Prioritize sourcing prospective clients and referrals
Recommend investment products and services
Balance growth, referral activities, and client follow-up
Organize and manage resources to run a productive practice
Requirements
Bachelor's Degree, preferably in business-related field
Nice to have: Experience in financial services or sales
Nice to have: Strong computer skills
Nice to have: Proven ability to partner and promote lead generation
Nice to have: Experience balancing investment management, sales activities and new client development
Financial Advisor in the Merrill Advisor Development Program, responsible for building a book of business, developing client relationships, and providing investment recommendations to high‑net‑worth clients.
Locations (2)
San Jose, California, United States
Honolulu, Hawaii, United States
Compensation
$38.46 - $43.27 hourly pay, offers to be determined based on experience, education and skill set.
Responsibilities
Develop a book of business to meet performance hurdles
Prioritize sourcing prospective clients and referrals
Recommend investment products and services based on client objectives
Balance investment growth, referral activities, and client follow‑up
Organize and manage resources to run a productive practice
Requirements
Bachelor's Degree, preferably in business‑related field