Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market

Merrill Wealth Management

Atlanta, Georgia, United States
Not specified; not specified; not specified
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client life goals.
  • Candidates will receive world-class training, one-on-one coaching from award-winning leadership, and access to the extensive resources of Bank of America and Merrill.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Prospecting and networking skills
  • Investment product knowledge
  • Client needs assessment

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Strong interpersonal skills
  • Adaptability to new technology
  • Goal-oriented performance

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter