Merrill Advisor Development Program - Financial Advisor: Mountain West Market

Merrill Wealth Management / Bank of America

Spokane, WA, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
In-office (specific requirements for office-based attendance)
Series 7 & 66 licenses required
One year financial services experience
Investment industry knowledge
Merrill Wealth Management is seeking candidates for its Advisor Development Program, aimed at individuals interested in becoming Financial Advisors in Spokane, WA. The role involves developing client relationships, providing comprehensive financial advice, and working within a supportive team environment

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor with a focus on goals-based wealth management.
  • Employees will receive world-class training, one-on-one coaching from the Bank of America Academy, and access to comprehensive investment insights and banking solutions.
  • The role involves developing a book of business, sourcing prospective clients, and delivering customized investment recommendations aligned with client life goals.

Matching Summary

Match Score: 85

Merrill Wealth Management is seeking candidates for its Advisor Development Program, aimed at individuals interested in becoming Financial Advisors in Spokane, WA. The role involves developing client relationships, providing comprehensive financial advice, and working within a supportive team environment.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits including paid time off and support resources

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Strong interpersonal skills
  • Adaptable to new technology
  • Goal-oriented performance focus

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter