Merrill Advisor Development Program - Financial Advisor: Indiana Market

Merrill Wealth Management

Indiana, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
Prospecting and networking skills
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors helping clients pursue their life goals

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors helping clients pursue their life goals.
  • Participants will develop a book of business by sourcing prospective clients, assessing needs, and delivering comprehensive investment recommendations aligned with client objectives.
  • The role offers world-class training, one-on-one coaching from award-winning leadership, and the opportunity to collaborate with core banking and investment partners at Bank of America.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors helping clients pursue their life goals.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and networking skills
  • Investment products knowledge
  • Client needs assessment
  • Sales environment experience

Nice-to-have

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

Key Requirements

  • Current Series 7 license
  • Current Series 66 license
  • Minimum 1 year financial services experience
  • Minimum 1 year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter