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

Bank of America (GHR)

Atlanta, Georgia, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.
  • Participants will receive world-class training, one-on-one coaching from award-winning Academy leaders, and support to build a successful book of business.
  • The role requires balancing investment growth, prospecting, administrative compliance, and personal development while delivering comprehensive financial recommendations.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.

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
  • Client needs assessment

Nice-to-have

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

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year in financial services or sales
  • Minimum one year in investments industry
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter