Merrill Lynch Team Financial Advisor Program (Business Develpoment) - Minneaplolis, MN - Full-time / Part-time

The Team Financial Advisor (TFA) role is a specificfunctional role aligned to a Financial Advisor (FA) team for the purpose ofconcentrating on a targeted aspect of the Team’s practice. The primary focus ofthe TFA Business Development role is to define the team’s client acquisitionplan, execute on the plan through client acquisition activities, and tracktowards the FA Team’s client acquisition goals.

KeyResponsibilities

Understand all aspects of an optimal practiceand complete the training and development needed to prepare for a successfulcareer as a Financial Advisor

Identify and establish target niche clientsegments and establish a strong reputation within those markets and the designationsto support the practice’s specialization

Maintain a well-developed and clear teammarketing plan that includes a well-defined value proposition designed toattract target client segment, and marketing materials that support thisstrategy

Ensure the team’s practice develops andmaintains a clear brand within the chosen market

Maintain a detailed client acquisition planthat keeps the practice engaged in consistent prospecting activities to meetspecific goals around activity levels and success

Establish client acquisition targets, developproposals, and track success toward these goals

Track and review progress on leadsproactively and regularly

Identify leads and referrals through specificmethods that work for your practice (e.g. sourcing and asking for personalintroductions, intimate events, strategic networking, referral alliances, targeted seminars)

Organize and execute the team’s clientacquisition plan; through hosting intimate events and/or targeted seminars,strategic networking, identifying and coordinating referral alliances, and/orsourcing and asking for personal introductions

Manage the client acquisition pipelineutilizing an identified pipeline management system, including profileinformation, next steps and timelines

Establish and maintain relationship with themanagement team and inform them of any circumstances that require supervisoryattention/review/approval per compliance guidelines and policies

Complete required training, obtain industrylicenses (Series 7 & 66), master assessments, maintain continuing educationrequirements and meet minimum performance standards

Source prospective clients, capitalize onreferrals and assess customer needs

Deliver highly customized solutions andthrough collaboration deliver the full resources of Bank of America Merrill Lynch

This position may be subject to SAFE Act registrationrequirements. Pursuant to the SAFE Act requirements, all employees engaged inresidential loan mortgage originations must register with the federal registrysystem and remain in good standing. If your position requires SAFE Actregistration, you will be required to register and to submit to the requiredSAFE Act background check and registration process. Failure to obtain and/ormaintain SAFE Act registration may result in your immediate termination.

Qualifications:

Proven ability to engage with and influenceothers

Exceptional interpersonal and relationshipbuilding skills

Effective communication skills (written andverbal)

Proven ability to quickly build trust andcredibility

Proven ability to assess needs of clients andrecommend appropriate solutions/interventions

Proven ability to work collaboratively on ateam and with key partners

Proven ability to listen and probe forclarity and understanding

Goal and results oriented

Ability to source clients through prospectingand networking

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

Strong follow-through skills

Computer/technical literacy and proficiencyin Microsoft Word, PowerPoint, Excel

Idealcandidate will have:

At minimum a Bachelors Degree

Demonstrated track record of success

Proficiency in using Sales Force / ClientRelationship Manager Tool

Strong understanding of the Financial Advisorrole