Merrill Advisor Development Program - Financial Advisor: Blue Ridge Market
Merrill Wealth Management
Not specified; compensation tied to performance; n...
Series 7 and series 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor
Job Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor.
Participants will develop a book of business by identifying needs, reviewing financial goals, and delivering comprehensive recommendations to high-net-worth individuals.
The role offers world-class training, one-on-one coaching from the Bank of America Academy, and the opportunity to collaborate with core banking and investment partners.
Matching Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor.
Salary
Not specified; Compensation tied to performance; Not specified
Skills & Requirements
Must-have
Series 7 and Series 66 licenses required
One year financial services experience
Investment products knowledge
Prospecting and networking skills
Sales environment goal achievement
Nice-to-have
Entrepreneurial mindset for sourcing clients
Strong interpersonal relationship building
Ability to work collaboratively with partners
Adaptability to new technology applications
Emotional intelligence in client interactions
Key Requirements
Current Series 7 license
Current Series 66 license
Minimum one year financial service industry experience