Job Details

Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It 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.Merrill's 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. Trust comes from transparency. Our teams are equipped with 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 an appropriate level of flexibility for teammates and businesses based on role‑specific considerations. We value diversity in our thoughts, business, and within our employees and clients, and our Wealth Management team represents an array of backgrounds that bring unique perspectives, ideas and experiences.Role SpecificsAs a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals to identify needs, build relationships, review financial goals, and deliver comprehensive recommendations that align with both existing and prospective clients. You will collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience and promote portfolio growth.The Merrill Advisor Development Program – Financial Advisor engages in:Developing a book of business to meet and exceed established performance hurdlesEffectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing highly customized solutionsRecommending investment products and services 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 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 requirementsWe'll help you:Build a successful career at Bank of America through world‑class training and onboarding programsGet training and one‑on‑one coaching from our award‑winning Academy and local leadership invested in your successGrow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutionsProvide end‑to‑end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life prioritiesCollaborate with core banking and investment partners to meet virtually all client financial needsResponsibilitiesHandles 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 suitable for prospects and clients, and services client accountsDocuments all client interactions and opportunities within Salesforce accuratelyRequired QualificationsCurrently holds Series 7 & 66 (63 &65 in lieu of 66) licensesMinimum of one year experience in the financial services industry and/or a sales environment where goals were met or exceededMinimum of one year experience 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, ExcelDesired QualificationsBachelor's degree and/or a minimum of one year of financial services industry or sales experienceLearns and adapts to new technology or applicationsExecutes multiple tasks simultaneouslySkillsBusiness AcumenBusiness DevelopmentOral CommunicationsProspectingWealth PlanningAnalytical ThinkingClient Experience BrandingClient Investments ManagementPortfolio AnalysisRisk ManagementActive ListeningClient Solutions AdvisoryEmotional IntelligenceReferral ManagementTradingRegulatoryThis position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, you will be required to register and to submit to the required background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.Shift1st shift (United States of America)Hours Per Week40LocationUS - WA - Spokane - 601 W Riverside Ave - Spokane Financial Center (WA2141)Pay Range$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.IncentivesThis 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 provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis 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.#J-18808-Ljbffr