Merrill Advisor Development Program - Financial Advisor: East Bay Market

Merrill Wealth Management

Napa, CA, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
Prospecting and networking skills
Investment product 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 staff, and mentorship from experienced Merrill Financial Advisor Teams.
  • The role offers a formulaic incentive plan where compensation is tied to performance against defined metrics alongside industry-leading benefits.

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

Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits including paid time off

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and networking skills
  • Investment product knowledge
  • Client relationship building
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Adaptable to new technology
  • Strong follow-through skills
  • Emotional intelligence

Key Requirements

  • Series 7 & 66 licenses (or 63 & 65)
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter