Merrill Advisor Development Program - Financial Advisor: Indiana Market

Bank of America Merrill Lynch

Indiana, United States
Not specified; compensation tied to performance
In-office
Series 7 & 66 licenses required
Prospecting and client sourcing
Investment product recommendations
The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking candidates for a Financial Advisor role in Indiana, focused on building relationships with high-net-worth clients and delivering tailored financial advice. Ideal candidates should possess relevant financial industry experience and necessary licenses, with a strong emphasis on client relationship management and sales performance

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.
  • Participants will develop a book of business by identifying needs, building relationships, and delivering comprehensive investment recommendations to high-net-worth clients.
  • The role offers world-class training, one-on-one coaching, and the opportunity to collaborate with award-winning leadership teams.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking candidates for a Financial Advisor role in Indiana, focused on building relationships with high-net-worth clients and delivering tailored financial advice. Ideal candidates should possess relevant financial industry experience and necessary licenses, with a strong emphasis on client relationship management and sales performance.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client sourcing
  • Investment product recommendations
  • Client relationship building
  • Sales performance goals

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team environment
  • Consultative approach to sales
  • Diverse background perspective
  • Adaptability to new technology

Key Requirements

  • Current Series 7 & 66 (or 63 & 65) licenses
  • Minimum one year financial services or sales experience
  • Minimum one year investments industry experience
  • Proven ability to meet sales goals and exceed performance hurdles
  • Strong interpersonal and communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter