Handles inbound inquiries from leads regarding Merrill offerings.
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.

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Proven ability to engage with and influence others.
Exceptional interpersonal and relationship building skills.
Effective communication skills (written and verbal).
Proven ability to quickly build trust and credibility.
Proven ability to assess needs and recommend appropriate solutions/interventions.
Proven ability to work collaboratively on a team and with key partners.
Proven ability to listen and probe for clarity and understanding.
Goal and results oriented.
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.
Strong follow-through skills.
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.

Financial Advisor, Merrill Advisor Development Program

Key skills