6 days old

Merrill Lynch Financial Advisor Planning Development Program

San Antonio, TX 78284
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**Job Description:**

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

Merrill Lynch Wealth Management is part of Bank of America Corporation.

The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for the purpose of concentrating on a targeted aspect of the Teams business. The primary focus of the TFA Planner role is to deliver a full range of goals-based planning & financial solutions to their FA Teams clients. The TFA Planner will own and manage the planning components of the teams client service model.

Key Responsibilities

Understand all aspects of an optimal practice and complete the training and development needed to prepare for a successful career as a Financial Advisor

Build and maintain a clear process for adding to and updating client profile information in Salesforce after regular client reviews

Consistently make adjustments to analytics, portfolio, balance sheet, net worth statement and recommendations based on new or relevant information

Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs

Maintain a robust knowledge of the firms latest planning tools, techniques and strategies

Maintain a full understanding of ML online capabilities

Possess a working knowledge of financial planning wealth management tools

Possess niche-related knowledge and remain current on industry rules and relevant regulations including future standards that may be mandated

Use relevant knowledge and content to educate other Financial Advisors on strategies

Manage the teams client profiling process by leveraging all Firm resources

Deliver holistic goals-based financial solutions to clients

Prepare and present detailed customized client reports including metrics on progress to goals, especially during client reviews

Fulfill continuing education requirements to maintain designation(s)

Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies

Complete required training, obtain industry licenses (Series 7 & 66), master assessments, maintain continuing education requirements and meets minimum performance standards

Source prospective clients and capitalize on referrals

Deliver customized solutions and through collaboration deliver the full resources of Bank of America Merrill Lynch

This position may be subject to SAFE Act registration requirements. 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. Legal authorization to work in the US now and in the future without sponsorship is required.


Strong analytical skills

Proven ability to identify clients optimal risk profiles, goals, objectives and appropriate asset allocation

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

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

Goal and results oriented

Highly effective communication skills (written and verbal)

Proven ability to engage with and influence others

Solid follow-through skills

Strong computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

NOTE: In addition to Planning, this position may be considered for both the Business Management and the Investment and Financing roles

Ideal candidate will have:

At minimum a Bachelors Degree

Credentialed with planning designations (s) CFP or CHFC The TFA curriculum assists candidates prepare for and earn the CFP designation

Experience working with clients on planning-related needs

Proficiency in using SalesForce / Client Relationship Manager Tool

Strong understanding of the Financial Advisor role

**Posting Date** : 08/07/2018

**Location** :

Dallas, TX, GALLERIA BC, 13355 NOEL RD,

Lufkin, TX, 4100 S MEDFORD DR (TX6100),

Sherman, TX, 1800 TEAGUE DR (TX6180),

San Antonio, TX, 200 CONCORD PLAZA DR (TX6200),

McAllen, TX, 200 S 10TH ST (TX6202),

San Antonio, TX, 17802 W INTERSTATE 10 (TX6203),

Dallas, TX, 2100 ROSS AVE (TX6210),

Wichita Falls, TX, CHASE BANK TOWER, 4245 KEMP BLVD,


Flower Mound, TX, 3020 CORPORATE CT (TX6302),

Waco, TX, 510 N VALLEY MILLS DR (TX6510),

Corpus Christi, TX, 800 N SHORELINE BLVD (TX6800),



- United States

**Travel** : Yes, 5% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 37.5

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Jobs Rated Reports for Financial Advisor

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Merrill Lynch Financial Advisor Planning Development Program

Bank of America
San Antonio, TX 78284

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