Merrill Advisor Development Program - Financial Advisor: Columbia, Sc Merrill Market

Bank of America (GHR)

Columbia, SC, United States
Not specified; compensation tied to performance
In-office required
Series 7 and series 66 licenses required
Prospecting and client acquisition skills
Investment product knowledge and analysis
The Merrill Advisor Development Program at Bank of America seeks individuals looking to transition into a financial advisory career, focusing on wealth management for high-net-worth clients. Candidates will develop client relationships, recommend investment products, and receive comprehensive training and mentorship

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 the Bank of America Academy to build a successful career.
  • The position requires balancing investment growth, referral activities, and administrative compliance while collaborating with internal specialists.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America seeks individuals looking to transition into a financial advisory career, focusing on wealth management for high-net-worth clients. Candidates will develop client relationships, recommend investment products, and receive comprehensive training and mentorship.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • Prospecting and client acquisition skills
  • Investment product knowledge and analysis

Nice-to-have

  • Entrepreneurial mindset for business growth
  • Strong interpersonal relationship building
  • Experience in high-net-worth client services

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year financial service experience
  • Minimum one year investments industry experience

Work Rights

Not specified

Tailored Resume

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