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Merrill Wealth Management is seeking candidates for its Advisor Development Program, aimed at individuals looking to transition into a Financial Advisor role in the Greater Orange County area. The position emphasizes building client relationships, developing a book of business, and delivering tailored financial advice while requiring specific licenses and experience in the financial services industry.
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Job Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.
Roleholders will develop a book of business by identifying needs, building relationships, and delivering comprehensive investment recommendations to high-net-worth clients.
Employees receive world-class training, one-on-one coaching from the Bank of America Academy, and access to extensive banking and investment solutions.
Matching Summary
Match Score: 75
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Merrill Wealth Management is seeking candidates for its Advisor Development Program, aimed at individuals looking to transition into a Financial Advisor role in the Greater Orange County area. The position emphasizes building client relationships, developing a book of business, and delivering tailored financial advice while requiring specific licenses and experience in the financial services industry.
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Salary
Base: $80,000.00 - $90,000.00 annualized; Bonus: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits including paid time off and support resources
Skills & Requirements
Must-have
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
Client relationship management
Sales performance goals
Nice-to-have
Entrepreneurial mindset
Collaborative team player
Strong interpersonal skills
Adaptable to new technology
Consultative approach to sales
Key Requirements
Current Series 7 & 66 (or 63/65) licenses
Minimum 1 year financial services or sales experience
Minimum 1 year investments industry experience
Ability to work in performance-based compensation environment