Merrill Advisor Development Program - Financial Advisor: Houston Market

Merrill Wealth Management

Houston, Texas, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
One year financial service experience
Prospecting and networking skills
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors focused on goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors focused on goals-based wealth management.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client life goals.
  • Candidates will receive world-class training, one-on-one coaching from award-winning leadership, and access to Bank of America's extensive banking and investment solutions.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors focused on goals-based wealth management.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

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

Nice-to-have

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

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

Tailored Resume

Cover Letter