Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management 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. 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. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: As a Market Leader for the Advisor Development Program (ADP), you will: Provide regulatory supervision and oversight to advisors Ensure ADP participants are meeting and achieving hurdles In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity Personal involvement with ADP participants who require heightened support to achieve success Help reinforce compliance, supervision, and provide risk management support of ADP participants and their activity for market leadership Lead pipeline management routines with teams and coach on pipeline execution Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy & Accountability Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms Accountable to support market results, while maintaining strict consistency with national programs Coaching and Development: Work closely with advisor trainees, coaching for successful professional growth and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers. Sales Force Expansion: Support sales management in executing sale force growth plans and support effective Advisor recruiting strategies. Sales Supervision: Administer superior sales supervision/practices in the market. Responsibilities: Ability to attract, recruit and retain an effective sales and operations team. Must demonstrate excellent communication skills. Strong relationship building and business partnering skills. Ability to interact effectively with senior management. Ability to work effectively across organizational boundaries. Strong influencing and leadership skills. Self-motivated and proactive, with the ability to balance multiple priorities. Ability to balance business and corporate perspectives. Sound business judgment and acumen. Proven track record of coaching and improving performance in others Proven ability to drive integration across solutions and drive results through superior delivery and sales management Proactively builds trusted relationships with key partners/clients Ability to be a change agent and work in a fast paced environment Communicates strategic business plans and tactical sales goals clearly and effectively at all levels 3+ years industry experience with a leading firm 5+ years of demonstrated experience with sales and building, leading, managing and coaching a team Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4, 24, 53 combination).If Series 9 & 10 not currently held, must be obtained within 120 days. Travel required: Will vary depending on geography Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice
