Responsible for working with high-net worth clients to identify needs, develop relationships, review investment goals, and prepare 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
Requirements
Bachelor’s degree
High School Diploma / GED / Secondary School or equivalent
Nice to have: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Nice to have: Track record of quickly learning and adapting to new technologies, systems, and digital tools
Nice to have: Proven ability to effectively manage multiple priorities simultaneously in a dynamic, deadline-driven environment
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 and/or a minimum of one year of financial services industry or sales experience
Merrill Advisor Development Program - Financial Advisor: Southeast Coastal Market
Financial Advisor in the Merrill Advisor Development Program, responsible for building client relationships, managing a book of business, and delivering comprehensive investment recommendations.
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 growth, referral activities, and client follow-up
Organize and manage resources to run a productive practice
Requirements
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Financial Advisor in the Merrill Advisor Development Program, responsible for building a book of business, sourcing clients, and delivering comprehensive investment recommendations.
Compensation
$80,000.00 - $90,000.00 annualized salary, 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
High School Diploma / GED / Secondary School or equivalent
Bachelor’s degree (desired)
Nice to have: Bachelor’s degree
Nice to have: Experience with new technology or applications
Nice to have: Ability to execute multiple tasks simultaneously
Advisor Development Program designed for individuals transitioning to become a Financial Advisor
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 and/or a minimum of one year of financial services industry or sales experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Responsible for building a book of business, sourcing prospective clients, recommending investment products, and providing comprehensive financial advice to high-net‑worth individuals in the West Florida market.
Responsibilities
Develop a book of business to meet performance hurdles
Prioritize sourcing prospective clients and assess customer needs
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 and/or a minimum of one year of financial services industry or sales experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Financial Advisor in the Advisor Development Program, responsible for working with high‑net‑worth clients, developing relationships, and providing investment recommendations.
Locations (4)
West Des Moines, Iowa, United States
Bloomington, Illinois, United States
Peoria, Illinois, United States
Springfield, Illinois, 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
Merrill Advisor Development Program - Financial Advisor: Washington DC Market
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
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 and/or a minimum of one year of financial services industry or sales experience
High School Diploma / GED / Secondary School or equivalent
Nice to have: Track record of quickly learning and adapting to new technologies, systems, and digital tools
Nice to have: Proven ability to effectively manage multiple priorities simultaneously in a dynamic, deadline-driven environment
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 and servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately
Requirements
Bachelor’s degree
High School Diploma / GED / Secondary School or equivalent