Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market

Merrill Wealth Management

Baltimore, MD, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial service experience
Investment products knowledge
The Merrill 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 Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
  • Role holders will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations.
  • Employees are eligible for incentives based on performance against defined metrics and receive industry-leading benefits including paid time off and world-class training.

Matching Summary

The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

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

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • Minimum one year in financial services or sales
  • Minimum one year in investments industry
  • SAFE Act registration compliance
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

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