Merrill Advisor Development Program Financial Advisor Nevada Market

The Merrill Advisor Development Program at Bank of America in Las Vegas, NV, seeks individuals to become Financial Advisors. Responsibilities include developing client relationships, managing a book of business, and recommending investment solutions. The program emphasizes in-office culture with some flexibility, providing comprehensive training and mentorship. Candidates will engage with high-net-worth individuals to align financial goals with investment strategies.
Job Description:





Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals companies and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management including planning for retirement education legacy and other life goals through investment advice and guidance.



Merrills 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. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.



Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill we empower you to bring your whole self to work. We value diversity in our thoughts business and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives ideas and experiences helping to create a work community that is culture driven resilient results focused and effective.



The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.



Role Specifics:


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 youll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.



The Merrill Advisor Development Program- Financial Advisor engages in:



Developing a book of business in order to meet and exceed established performance hurdlesEffectively 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 needsRecommending investment products and services that are suitable for prospects based on their objectives resources time horizon risk profile and preferencesBalancing 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 planningOrganizing and managing resources (time people budget) to run a productive practiceSeeking the expertise of specialists where appropriate to identify planning and investment strategies for a clientCompleting mandated training assessments performance goals and continuing education requirements

Well help you:



Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.Get training and one-on-one coaching from our award-winningAcademy at Bank of America and local leadership who are invested in your success.Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.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.

Responsibilities:



Handles inbound inquiries from leads regarding Merrill offeringsPositions the extensive capabilities of Merrill and Bank of AmericaCollects the necessary client profile data following standard KYC procedures to open account(s) as appropriateServes 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 accountsDocuments all client interactions and opportunities within Salesforce accurately

Required Qualifications:



Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licensesMinimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceededMinimum ofone yearexperience in the investments industry including investment training and in-depth knowledge of investment products and servicesProven ability to engage with and influence othersExceptional interpersonal and relationship building skillsEffective communication skills (written and verbal) - Proven ability to quickly build trust and credibilityProven ability to assess needs and recommend appropriate solutions/interventionsProven ability to work collaboratively on a team and with key partnersProven ability to listen and probe for clarity and understandingGoal and results orientedEntrepreneurial mindset with a proven ability to source clients through extensive prospecting and networkingAbility to work in an environment where the majority of your compensation is tied to your performanceStrong follow-through skillsComputer/technical literacy and proficiency in Microsoft Word PowerPoint Excel

Desired Qualifications:



Bachelors degree and/or a minimum of one year of financial services industry or sales experienceLearns and adapts to new technology or applicationsExecutes multiple tasks simultaneously

Skills:

Business AcumenBusiness DevelopmentOral CommunicationsProspectingWealth PlanningAnalytical ThinkingClient Experience BrandingClient Investments ManagementPortfolio AnalysisRisk ManagementActive ListeningClient Solutions AdvisoryEmotional IntelligenceReferral ManagementTrading

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.









Shift:

1st shift (United States of America)



Hours Per Week:

40



Pay Transparency details





US - NV - Henderson - 450 N STEPHANIE ST (NV9450) US - NV - Las Vegas - 400 S Rampart Blvd - 400 S Rampart Blvd (NV9840) US - NV - Reno - 5370 Kietzke Ln - NevDex Office Park (NV9902)



Pay and benefits information



Pay range



$80000.00 - $90000.00 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 plans may be comprised of monthly quarterly and/or annual incentive opportunities. Incentives are earned based on the employees performance against defined metrics.



Benefits



This role is currently benefits eligible. We provide industry-leading benefits access to paid time off resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Required Experience:

Unclear Seniority


Employment Type : Full-Time
Experience: years
Vacancy: 1
Yearly Salary Salary: 80000 - 90000