Merrill Advisor Development Program - Financial Advisor: West Central Michigan Market

Merrill Wealth Management / Bank of America

West Central Michigan, United States
Not specified; compensation tied to performance; n...
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 leadership, and access to Bank of America's comprehensive banking and investment solutions.
  • The role requires building a book of business, executing customized investment strategies, and maintaining compliance with all regulatory standards including SAFE Act registration.

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; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal relationship skills
  • Collaborative team player
  • Adaptable to new technology
  • Emotional intelligence in client interactions

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year financial service industry experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility
  • Proven ability to meet sales goals

Work Rights

Not specified

Tailored Resume

Cover Letter