Merrill Advisor Development Program - Financial Advisor: Mountain West Market
Bank of America (GHR)
Multiple Locations, US
Develop a book of business
Source prospective clients
Recommend investment products
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor
Job Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
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.
Matching Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Skills & Requirements
Must-have
Develop a book of business
Source prospective clients
Recommend investment products
Client relationship management
Sales environment experience
Nice-to-have
Goals-based wealth management
Culture driven, resilient, results focused
Entrepreneurial mindset
In-office culture
Key Requirements
Series 7 & 66 licenses
Minimum one year financial service/sales experience
Minimum one year investment industry experience
Proven ability to engage and influence
Proven ability to assess needs and recommend solutions