Merrill Advisor Development Program - Financial Advisor: Dallas Market

Bank of America

Dallas, Texas, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
Prospecting and client sourcing
Investment product recommendations
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.
  • Role holders will develop a book of business by identifying needs, building relationships, and delivering comprehensive investment recommendations to high-net-worth clients.
  • Candidates receive world-class training, one-on-one coaching from the Academy at Bank of America, and mentorship from experienced advisory teams.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client sourcing
  • Investment product recommendations
  • High-net-worth client relationship management
  • Sales environment experience

Nice-to-have

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

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum 1 year financial services experience
  • Minimum 1 year investments industry experience
  • Proven sales or goal-driven background

Work Rights

Not specified

Tailored Resume

Cover Letter