Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market

Merrill Wealth Management

Bellevue, WA, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial service experience
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor with a focus on goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor with a focus on goals-based wealth management.
  • Role responsibilities include developing a book of business, sourcing prospective clients, and delivering customized investment solutions aligned with client life goals.
  • Employees receive world-class training, one-on-one coaching from the Bank of America Academy, and access to comprehensive banking and investment resources.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor with a focus on goals-based wealth management.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits including paid time off and support resources

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial service experience
  • Investment products knowledge
  • Prospecting and networking skills
  • Sales environment goal achievement

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Exceptional interpersonal skills
  • Adaptable to new technology
  • Strong follow-through 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

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