Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market
Bank of America (GHR)
Atlanta, Georgia, USA
Financial advisor role
Client relationship management
Investment product sales
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
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
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Skills & Requirements
Must-have
Financial Advisor role
client relationship management
investment product sales
business development
client needs assessment
Nice-to-have
entrepreneurial mindset
results-focused culture
diversity of thought
adaptability to new technology
Key Requirements
Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum one year financial service/sales experience