Advisor Development Program Client Associate

Description :The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:Developing a book of business in order to meet and exceed established performance hurdlesEffectively prioritizing and 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 requirementsWe’ll help youBuild 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 winning Academy 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.Required Qualifications:Displays confidence working as a self-starter in a sales roleBuilds strong client relationships through effective communication and collaborationDisplays a proactive mindset and effective time managementDemonstrates a results-driven growth mindset and prioritizes client interestsIdentifies appropriate client solutions through application of learnings and new informationExceptional interpersonal and relationship building skillsEffective communication skills (written and verbal)Proven ability to quickly build trust and credibilityProven ability to assess needs of and recommend appropriate solutionsProven ability to work both collaboratively on a team with key partners and independentlyProven ability to listen and probe for clarity and understandingEntrepreneurial mindset with a proven ability to source clients through extensive prospecting and networkingStrong follow-through skillsComputer/technical literacy and proficiency in applications such as Microsoft SuiteDesired Qualifications:Bachelor’s degree and/or a minimum of one year of work experienceLearns and adapts to new technology or applicationsExecutes multiple tasks simultaneouslyJob Responsibilities:Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as neededProvides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FAPerforms general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAsSkills:Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationTrade Operations ManagementAdministrative ServicesClient Investments ManagementEmotional IntelligenceReferral IdentificationWritten CommunicationsThis 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: 37.5Pay Transparency detailsUS - CO - Greenwood Village - 6400 S FIDDLERS GREEN CIR - PLAZA TOWER ONE (CO9400)Pay and benefits informationPay range$33.65 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.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.