Merrill Lynch Financial Advisor Program - Chambersburg, PA

The Practice Management Development (PMD) role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoing commitment to the growth and progress of our Merrill Lynch Financial Advisors. PMD offers new advisors the most professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon their knowledge of these topics throughout the duration of the program, while focusing on developing client relationships. With the assistance of mentors and managers, our PMD Associates will learn to develop a pipeline of affluent clients, identify client needs, develop relationships with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals, and the business management skills needed to operate an optimal practice model.The Practical Management Development 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, through collaboration, delivering the full resources of Bank of America and Merrill Lynch to the client, and delivering highly customized solutions to meet clients 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 an optimal practice. Seeking the expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions 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 required training, obtaining industry licenses (Series 7 & 66), mastering assessments, maintaining continuing education requirements and minimum performance standards. 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. If 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.

Must possess 3 or more years of sales experience with a proven record of exceeding goals

Outbound sales experiences required

Possess excellent communication skills, both written and verbal

Proven relationship building and business partnering skills

Passion to grow your current financial knowledge to share with others

Candidate must be self-motivated and proactive

Bachelor's degree or higher strongly preferred

Industry Experience :

Active Series 6 or Series 7 license preferred

6 months in a Series 6 or 7 sales role preferred

Proven successful financial product sales experience preferred

Strong financial acumen required

Track record of success

Clean U-4 and U-5 history, if licensed

Professional designations/licenses:

Candidates may apply without Series 7, 66 and insurance licenses, but must achieve all required licenses within 13 weeks of accepting this position.