Merrill Advisor Development Program - Financial Advisor: San Francisco Market

Merrill Wealth Management

San Francisco, CA, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
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 serving high-net-worth clients

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.
  • Employees receive world-class training, one-on-one coaching from the Bank of America Academy, and access to comprehensive banking and investment solutions.
  • This role offers a formulaic incentive plan where compensation is tied to performance against defined metrics alongside industry-leading benefits.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.

Salary

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial service experience
  • Prospecting and networking skills
  • Sales environment goal achievement
  • Investment products knowledge

Nice-to-have

  • Entrepreneurial mindset with sourcing ability
  • Strong interpersonal relationship building
  • Ability to work collaboratively on teams
  • Quick trust and credibility building
  • Adaptability to new technology applications

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year in financial services
  • Minimum one year in investments industry
  • SAFE Act registration compliance
  • Proven sales and prospecting ability

Work Rights

Not specified

Tailored Resume

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