Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market

Bank of America (GHR)

Greater Arizona Market, USA
Series 7 & 66 licenses
Financial services sales experience
Investment products knowledge
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients

Job Summary

  • As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
  • We’ll help you build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
  • Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Matching Summary

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.

Skills & Requirements

Must-have

  • Series 7 & 66 licenses
  • Financial services sales experience
  • Investment products knowledge
  • Client relationship building
  • Goal and results oriented

Nice-to-have

  • Entrepreneurial mindset
  • Adapt to new technology
  • Collaborative team player
  • Interpersonal skills
  • Computer/technical literacy

Key Requirements

  • Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Minimum one year financial service/sales experience
  • Minimum one year investment industry experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter