Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market

Bank of America Merrill Lynch

Greater Alabama Market, United States
Not specified; compensation tied to performance
**
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
** The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks individuals passionate about transitioning to a career as a Financial Advisor in the Greater Alabama market. This program emphasizes building relationships with high-net-worth clients, delivering tailored financial advice, and provides extensive training and support to foster professional growth. **

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.
  • Candidates will receive world-class training, one-on-one coaching, and mentorship from award-winning leadership to build a successful career.
  • The position requires balancing investment growth, prospect building, administrative compliance, and personal development within an in-office culture.

Matching Summary

Match Score: 75

** The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks individuals passionate about transitioning to a career as a Financial Advisor in the Greater Alabama market. This program emphasizes building relationships with high-net-worth clients, delivering tailored financial advice, and provides extensive training and support to foster professional growth. **

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team environment
  • Consultative approach to sales
  • Diversity and inclusion focus
  • Adaptability to new technology

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum 1 year financial services experience
  • Minimum 1 year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter