Merrill Advisor Development Program- Financial Advisor: Louisville & Associates Market
Bank of America (GHR)
Louisville, US
Series 7 & 66 licenses
Financial services sales experience
Investment products knowledge
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor
Job Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
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.
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.
Matching Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Skills & Requirements
Must-have
Series 7 & 66 licenses
Financial services sales experience
Investment products knowledge
Client needs assessment
Relationship building skills
Goal and results oriented
Nice-to-have
Entrepreneurial mindset
Adaptability to new technology
Interpersonal skills
Team collaboration
Computer/technical literacy
Key Requirements
Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum one year financial service/sales experience