Merrill Advisor Development Program - Financial Advisor: Central Florida & Associates Market

Merrill Wealth Management

Central Florida, United States
Not specified; compensation tied to performance; n...
Series 7 & 66 licenses required
One year financial services experience
Investment industry knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become a Financial Advisor focused on goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become a Financial Advisor focused on goals-based wealth management.
  • As an Advisor Development Program participant, you will develop a book of business by identifying client needs, reviewing financial goals, and delivering comprehensive investment recommendations.
  • Candidates will receive world-class training, one-on-one coaching from the Bank of America Academy, and support from award-winning leadership to build a successful career.

Matching Summary

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

Salary

Not specified; Compensation tied to performance; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

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

Key Requirements

  • Series 7 license
  • Series 66 license
  • Minimum 1 year financial service experience
  • Minimum 1 year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter