Merrill Advisor Development Program - Financial Advisor: Carolina East Market

Bank of America (GHR)

Carolina East Market, US
Not specified; compensation tied to performance
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition into financial advising with world-class training

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into financial advising with world-class training.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations.
  • Candidates will receive one-on-one coaching from award-winning leadership and access to Bank of America's extensive banking solutions.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition into financial advising with world-class training.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client acquisition
  • Investment product knowledge
  • Relationship building skills
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Adaptable to new technology
  • Strong communication abilities
  • Goal-oriented performance

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter