Merrill Advisor Development Program - Financial Advisor: Utah Market

Merrill Wealth Management

Utah, United States
Not specified; not specified; not specified
Series 7 & 66 licenses required
Prospecting and client sourcing
Investment product recommendations
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.
  • Roleholders 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 the Bank of America Academy, and access to extensive banking and investment solutions.

Matching Summary

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

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client sourcing
  • Investment product recommendations
  • High-net-worth client management
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal skills
  • Collaborative team player
  • Emotional intelligence
  • Active listening abilities

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