Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market

Merrill Wealth Management

Houston, Texas, United States
Not specified; compensation tied to performance
Series 7 and series 66 licenses required
One year financial services experience
Investment industry knowledge and training
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net worth clients

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net worth clients.
  • Participants will receive world-class training, one-on-one coaching from the Bank of America Academy, and mentorship from experienced advisor teams.
  • The role requires developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with life goals.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net worth clients.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year financial services experience
  • Investment industry knowledge and training
  • Prospecting and networking skills
  • Sales environment goal achievement

Nice-to-have

  • Entrepreneurial mindset for client sourcing
  • Strong interpersonal relationship building
  • Ability to work collaboratively with partners
  • Quick trust and credibility building
  • Adaptability to new technology applications

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year financial service experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter