Merrill Advisor Development Program - Financial Advisor: Memphis/little Rock Market
Bank of America (GHR)
Memphis, Tennessee, USA
Develop a book of business
Source prospective clients
Deliver comprehensive recommendations
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients
Job Summary
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
We’ll help you build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
Skills & Requirements
Must-have
Develop a book of business
Source prospective clients
Deliver comprehensive recommendations
In-office culture required
Sales environment experience
Nice-to-have
Entrepreneurial mindset
Build trust and credibility
Adapt to new technology
Collaborate with partners
Emotional intelligence
Key Requirements
Series 7 & 66 licenses
Minimum one year financial service/sales experience