Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market
Bank of America
Greater Arizona Market, US
Not specified; compensation tied to performance
In-office
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
The Merrill Advisor Development Program at Bank of America seeks individuals aiming to transition into financial advising, focusing on building relationships with high-net-worth clients. This program offers training, mentorship, and a collaborative environment to foster personal and professional growth
Job Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor.
Role holders will develop a book of business by identifying needs, building relationships, and delivering comprehensive investment recommendations to high-net-worth clients.
Candidates receive world-class training, one-on-one coaching from award-winning leadership, and access to Bank of America's extensive banking and investment solutions.
Matching Summary
Match Score: 85
The Merrill Advisor Development Program at Bank of America seeks individuals aiming to transition into financial advising, focusing on building relationships with high-net-worth clients. This program offers training, mentorship, and a collaborative environment to foster personal and professional growth.
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 environment experience
Nice-to-have
Entrepreneurial mindset
Strong interpersonal skills
Consultative approach to sales
Collaboration with internal specialists
Adaptability to new technology
Key Requirements
Current Series 7 & 66 (or 63/65) licenses
Minimum one year financial services or sales experience
Minimum one year investments industry experience
Proven ability to meet sales goals and exceed performance hurdles