Merrill Advisor Development Program- Financial Advisor: Greater Atlanta Market

Merrill Wealth Management

Greater Atlanta Market, United States
Not specified; not specified; not specified
Series 7 & 66 license required
One year financial services experience
Investment products knowledge
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.
  • Participants will receive world-class training, one-on-one coaching from award-winning Academy leaders, and support to build a successful book of business.
  • The role requires balancing investment growth, prospecting, administrative compliance, and personal development while collaborating with internal specialists to deliver comprehensive solutions.

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

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Active listening skills
  • Collaborative team player
  • Adaptable to new technology

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year financial service experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter