BendRecruiter Since 2001
the smart solution for Bend jobs

Merrill Lynch Financial Advisor Business Development Program

Company: Bank of America
Location: Bend
Posted on: August 18, 2019

Job Description:

Job Description:The Financial Advisor Trainee 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 Financial Advisor Trainee receives: ---The strength and name recognition of Merrill Lynch and Bank of America.
---A base salary through the full three plus years in the PMD program. This roll will become a fully commissioned position after completion of the PMD program.
---World class training throughout their career with Merrill Lynch
---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 PMD 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 Financial Advisor Trainee must acquire clients through personalized marketing techniques to meet minimum performance hurdles.
---Registration and Licensing Requirement: A Financial Advisor Trainee is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).
---Education Requirement: A Financial Advisor Trainee is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.
---Development Assessment: A Financial Advisor Trainee must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the Financial Advisor Trainee studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill Lynch strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.
---Performance Requirements: A Financial Advisor Trainee is expected to meet the performance and development requirements of the PMD Program and transition to a full Financial Advisor at the conclusion of the PMD Program. Required skills
- 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 skills:
- At minimum a Bachelors Degree
- Demonstrated track record of success
- Proficiency in using Sales Force / Client Relationship Manager Tool
- Strong understanding of the Financial Advisor roleShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Bank of America, Bend , Merrill Lynch Financial Advisor Business Development Program, Accounting, Auditing , Bend, Oregon

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Accounting Manager
Description: King Estate Winery, located in Eugene, Oregon, is seeking a full-time Accounting Manager. This individual will manage and lead the accounting team -directing activities to ensure compliance with GAAP (more...)
Company: King Estate Winery
Location: Eugene
Posted on: 08/2/2019

Billing Specialist
Description: General Description: The primary responsibilities of the Billing Specialist is the weekly billing of Oregon Health Plan and private insurance claims. This may include researching failed claims and denials, (more...)
Company: Options Counseling and Family Services
Location: Eugene
Posted on: 08/4/2019

Senior Financial Analyst
Description: The Eugene Water Electric Board is seeking a--Senior Financial Analystto--perform a variety of complex work in forecasting, finance simulation modeling and utility-wide financial operational process (more...)
Company: Eugene Water & Electric Board (EWEB)
Location: Eugene
Posted on: 08/3/2019


Accounts Payable Accountant
Description: This is a full-time regular position to perform accounts payable functions and oversight duties for OBEC Consulting Engineers and DOWL Parent Company . The accounts payable accountant is responsible (more...)
Company: DOWL
Location: Eugene
Posted on: 08/8/2019

Financial Advisor Associate
Description: Financial Advisor Associate Job Description The Morgan Stanley Financial Advisor Associate FAA Program prepares ambitious self-starters to become Financial Advisors through intensive training and development. (more...)
Company: Morgan Stanley Wealth Management
Location: Eugene
Posted on: 08/18/2019

Fixed Asset Accounting Director - (Relocate to Rapid City)
Description: Job Specifications br br The Director, Property Accounting is responsible for overseeing all aspects of the Company's fixed asset functions including compliance with Generally Accepted Accounting (more...)
Company: Black Hills Energy
Location: Eugene
Posted on: 08/18/2019

Commercial Loan Officer
Description: TITLE: Business Client AdvisorREPORTS TO: SVP, Commercial Banking Team Leader FLSA: Exempt CATEGORY: Full Time SHIFT: Monday - Friday--8:30am - 5:30pmSUMMARYThe Business Client Advisor reports to the (more...)
Company: Summit Bank
Location: Eugene
Posted on: 08/3/2019

Part-time, Administrative Specialist
Description: Save Skills - Budgeting - Microsoft Word - Microsoft Office - Excel - Office Experience This is an applicant pool posting. First review date of applications may be as early as August 15, 2019. Subsequent (more...)
Company: Lane Community College
Location: Eugene
Posted on: 08/18/2019

Merrill Lynch Financial Advisor Business Development Program
Description: Job Description:The Financial Advisor Trainee engages in: br ---Developing a book of business in order to meet and exceed the required performance hurdles br ---Effectively sourcing prospective clients, (more...)
Company: Bank of America
Location: Bend
Posted on: 08/18/2019

Tax Professional
Description: br Tax Professional br Seeking experienced seasonal Tax Preparers eager to serve clients with diverse tax needs, generate business growth, and advance their tax knowledge. br We offer competitive (more...)
Company: H&R BLOCK
Location: Eugene
Posted on: 08/16/2019

Log In or Create An Account

Get the latest Oregon jobs by following @recnetOR on Twitter!

Bend RSS job feeds