Merrill Lynch Financial Advisor - Biloxi, MS

Company Name:
Bank of America
### Job description
ThePractice Management Development (PMD) Associate role is a 43 month developmentprogram for professionals who wish to build a wealth management business andbecome a full-fledged Merrill Lynch Financial Advisor (FA).
PMD is a structured and disciplined program that demonstrates our ongoingcommitment 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 Associateswill build upon their knowledge of these topics throughout the duration of theprogram, while focusing on developing client relationships.
With the assistance of mentors and managers, our PMD Associates will learn todevelop a pipeline of affluent clients, identify client needs, developrelationships with existing and prospective clients, review investment goals,prepare investment recommendations that align with client goals, and thebusiness management skills needed to operate an optimal practice model.
The Practice Management Development Associate 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 client 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 management, sales activities, customer service, new client development, 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 them of any circumstances that require supervisory attention/review/approval per compliance guidelines and policies
Completing required training, obtaining industry licenses (Series 7 & 66), mastering assessments, maintaining continuing education requirements and meeting minimum performance standards
Pursuant to the SAFE Actrequirements, all employees engaged in residential loan mortgage originationsmust register with the federal registry system and remain in goodstanding. If your position requires SAFE Act registration, you will berequired to register and to submit to the required SAFE Act background checkand registration process. Failure to obtain and/or maintain SAFE Actregistration may result in your immediate termination.
The Practice ManagementDevelopment Associate receives:
A base salary through the full 43 months in the PMD program along with bonus potential. Upon completion of the PMD program, the candidate will be compensated in accordance with the Financial Advisor Incentive Compensation Plan.
The strength and name recognition of Merrill Lynch and Bank of America
World class investment, sales, and business management training throughout their career
Cutting edge Technology and industry leading platform to leverage for success
Access to a full array of investment and banking solutions for your clients
Mentors and Managers located within your local office to work with you towards your success
PMD Curriculum that includes CFP course work, wealth management curriculum, licensing and essential skills training from Managers and Mentors
ThePractice Management Development program is designed for professionals who areready to make a career transition and follow their passion of becoming aFinancial Advisor.
### Qualifications
_CandidateQualifications_ :
_Experience_
Candidatesfor this role will have a history of high achievement demonstrated by a provenrecord of rapid advancement in exceeding goals and outperforming peers. The _ideal candidate_ has applicable sales experience or has worked in aprofessional or entrepreneurial setting.
_Success Skills and Attributes_
The_ideal candidate_ will bring to the role a broad network of contacts andrelationships along with the ability to develop a strong sales pipeline throughprospecting, telemarketing and relationship building skills. Othersuccess attributes candidates possess are:
Ability to influence people
Entrepreneurial and self motivated to succeed
Perseverance and resilience
Confident and engaging presence
Concise, inspiring communication
Client focus mentality
High professional standards and integrity
_Education/Licenses_
The_ideal candidate_ will have at minimum a Bachelors degree. Thefollowing licenses/designations are preferred:
Series 7 and 66 licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete licensing requirements for both
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)
Posting Date: 07/30/2014
Location: US-MS-Biloxi
Travel: Yes, 5 % of the Time
Full / Part-time: Fulltime
Hours Per Week: 37.50
Shift: 1st Shift
Job Number: 1400058989

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