Financial Advisor Business Development Jobs in Georgia

Job Description:

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. 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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Merrill Team Financial Advisor Business Development Program

The Merrill Wealth Management Team Financial Advisor (TFA) engages in:

Developing a book of business in order to meet and exceed the required performance hurdles

Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs

Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences

Balancing 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 plan

Planning and managing resources (time, people, budget) to run a productive practice

Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client

Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies

Completing mandated training, assessments, performance goals and continuing education requirements

The TFA engages in all of the above activities with the support and mentorship of a Financial Advisor Team.

The Team Financial Advisor receives:

The strength and name recognition of Merrill and Bank of America.

World class training throughout their career with Merrill Wealth Management

State of the art software programs to assist in your success

Access to a full array of investment and banking products for your clients

Coaches or mentors located within your office to work with you towards your success

Ideal candidates:

The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal.

Essential Duties and Responsibilities:

Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles.

Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).

Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.

Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.

Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program.

Required Qualifications

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 of clients 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

Ability to source clients through prospecting and networking

Ability to work in an environment where the majority of your compensation is tied to your performance

Strong follow-through skills

Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Desired Qualifications

At minimum a Bachelor's Degree

Demonstrated track record of success

Proficiency in using Sales Force / Client Relationship Manager Tool

Strong understanding of the Financial Advisor role

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 disciplinary action up to and including termination.

Shift:

Hours Per Week: