Merrill Advisor Development Program - Financial Advisor: Greater Houston Market
Bank of America (GHR)
Houston, Texas, USA
Develop a book of business
Source prospective clients
Recommend investment products
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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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
Develop a book of business
Source prospective clients
Recommend investment products
Manage client relationships
In-office culture attendance
Nice-to-have
Entrepreneurial mindset
Build trust and credibility
Adapt to new technology
Collaborative team player
Key Requirements
Series 7 & 66 licenses
Minimum one year financial service/sales experience