Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market

Merrill Wealth Management / Bank of America

Charlotte, North Carolina, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The role involves working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive financial recommendations aligned with their life goals

Job Summary

  • The role involves working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive financial recommendations aligned with their life goals.
  • Candidates will receive world-class training and one-on-one coaching from the award-winning Academy at Bank of America to build a successful career.
  • The position requires an in-office culture where employees balance investment growth, referral activities, and administrative compliance while managing their own practice resources.

Matching Summary

The role involves working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive financial recommendations aligned with their life goals.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Investment products knowledge
  • Prospecting and networking skills
  • Sales environment goal achievement

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal relationship skills
  • Collaborative team player
  • Adaptable to new technology
  • Consultative approach to client needs

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum 1 year financial service industry experience
  • Minimum 1 year investments industry experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

Cover Letter