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
Develop and manage a book of business as a Financial Advisor within Merrill Wealth Management, providing comprehensive investment and wealth planning services to high-net-worth clients.
Locations (4)
Melville, New York, United States
Riverhead, New York, United States
Smithtown, New York, United States
Southampton, New York, United States
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
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Advisor Development Program Financial Advisor responsible for building a book of business, sourcing clients, and delivering comprehensive financial recommendations.
Responsibilities
Develop a book of business to meet performance hurdles
Prioritize sourcing prospective clients and referrals
Recommend investment products and services
Balance investment growth, referral activities, and client follow-up
Organize and manage resources to run a productive practice
Financial Advisor in the Merrill Advisor Development Program, responsible for building a book of business, sourcing clients, and delivering comprehensive investment recommendations.
Locations (2)
Boulder, Colorado, United States
Colorado Springs, Colorado, United States
Compensation
$80,000.00 - $90,000.00 annualized salary
Responsibilities
Develop a book of business to meet performance hurdles
Prioritize sourcing prospective clients and referrals
Recommend investment products and services
Balance investment growth, referral activities, and client follow-up
Organize and manage resources to run a productive practice
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: Greater Orange County Market
Develop and grow a book of business as a Financial Advisor within Merrill Wealth Management, providing comprehensive investment and wealth planning services to high‑net‑worth clients.
Locations (3)
Boulder, Colorado, United States
Colorado Springs, Colorado, United States
United States
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
Merrill Advisor Development Program - Financial Advisor - Greater Seattle Market
Entry‑level program to develop future financial advisors in the Greater Seattle market.
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
Documents all client interactions and opportunities within Salesforce accurately
Requirements
Bachelor’s degree
Nice to have: Bachelor’s degree
Nice to have: Experience in financial services or sales
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
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
Documents all client interactions and opportunities within Salesforce accurately