Merrill Advisor Development Program- Financial Advisor: Palo Alto Market

Merrill Wealth Management

Palo Alto, CA, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial service experience
Prospecting and networking skills
The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor

Job Summary

  • The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
  • Role holders will be responsible for developing a book of business, identifying client needs, and delivering comprehensive recommendations that align with the goals of existing and prospective clients.
  • Employees receive world-class training, one-on-one coaching from award-winning Academy staff, and access to Bank of America's extensive banking and investment solutions.

Matching Summary

The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

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 resources provided

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial service experience
  • Prospecting and networking skills
  • Investment product knowledge
  • Client needs assessment ability

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Strong interpersonal skills
  • Adaptable to new technology
  • Goal and results oriented

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

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