Merrill Advisor Development Program - Financial Advisor: Greater Houston Market

Bank of America (GHR)

Houston, Texas, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
Prospecting and client sourcing
Investment product recommendations
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become a Financial Advisor

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become a Financial Advisor.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations.
  • Candidates will receive world-class training, one-on-one coaching, and access to the investment insights of Merrill coupled with Bank of America banking convenience.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become a Financial Advisor.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client sourcing
  • Investment product recommendations
  • High-net-worth client relationship management
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal skills
  • Collaborative team player
  • Adaptable to new technology
  • Diverse background perspective

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • Proven ability to meet sales goals
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter