Merrill Advisor Development Program - Financial Advisor: Lone Star Market
Bank of America (GHR)
Multiple Locations
Series 7 & 66 licenses
Financial service industry experience
Sales environment experience
The 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 Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
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.
We’ll help you build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
Matching Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Skills & Requirements
Must-have
Series 7 & 66 licenses
financial service industry experience
sales environment experience
investment products and services knowledge
client relationship building
computer technical literacy
Nice-to-have
entrepreneurial mindset
adapt to new technology
work collaboratively
emotional intelligence
goal and results oriented
Key Requirements
Series 7 & 66 licenses
Minimum one year financial service/sales experience
Minimum one year investment industry experience
Proven ability to engage and influence
Proven ability to assess needs and recommend solutions
Proven ability to work collaboratively
Proven ability to listen and probe
Proven ability to source clients
Ability to work in performance-based compensation environment