Merrill Advisor Development Program - Financial Advisor: Greater Houston Market

Merrill Wealth Management

Houston, Texas, United States
Not specified; not specified; not specified
Series 7 & 66 licenses required
Prospecting and networking skills
Investment product knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become a Financial Advisor

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become a Financial Advisor.
  • Role holders will develop a book of business by identifying needs, reviewing financial goals, and delivering comprehensive recommendations to high-net-worth clients.
  • Candidates receive world-class training, one-on-one coaching from the Bank of America Academy, and access to investment insights coupled with banking convenience.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become a Financial Advisor.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and networking skills
  • Investment product knowledge
  • Client relationship building
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Collaborative team player
  • Adaptable to new technology
  • Strong follow-through skills

Key Requirements

  • Series 7 license
  • Series 66 license
  • One year financial service experience
  • One year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter