Merrill Advisor Development Program - Financial Advisor: San Diego Market

Merrill Wealth Management / Bank of America

Carlsbad, CA, 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 seeking a career transition into becoming a Financial Advisor within a comprehensive wealth management firm

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a comprehensive wealth management firm.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering customized investment recommendations aligned with client life goals.
  • Employees receive world-class training, one-on-one coaching from an award-winning Academy, and access to Bank of America's extensive banking and investment solutions.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a comprehensive wealth management firm.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits including paid time off and support resources

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
  • Strong interpersonal relationship building
  • Ability to work collaboratively with partners
  • Quick trust and credibility building
  • Adaptability to new technology

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter