Merrill Advisor Development Program - Financial Advisor: Desert Mountain Market

Bank of America (GHR)

Desert Mountain Market, US
Not specified; compensation tied to performance
In-office (specific requirements for office-based attendance)
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
The Merrill Advisor Development Program at Bank of America seeks individuals passionate about becoming Financial Advisors, focusing on high-net-worth clients to provide tailored financial advice. The program offers comprehensive training and mentorship, emphasizing relationship building and client needs assessment

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.
  • Candidates will receive world-class training and one-on-one coaching from award-winning leadership to build a successful career at Bank of America.
  • The position requires balancing investment growth, referral activities, and administrative compliance while collaborating with internal specialists to serve clients.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America seeks individuals passionate about becoming Financial Advisors, focusing on high-net-worth clients to provide tailored financial advice. The program offers comprehensive training and mentorship, emphasizing relationship building and client needs assessment.

Salary

Not specified; compensation tied to performance

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
  • Emotional intelligence
  • Collaborative team player
  • Active listening skills
  • Adaptability to new technology

Key Requirements

  • Current Series 7 license
  • Current Series 66 license
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter