Merrill Advisor Development Program - Financial Advisor: Sacramento Market

Merrill Wealth Management

Sacramento, CA, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Onsite
Series 7 and series 66 licenses required
One year financial services experience
Prospecting and networking skills
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors focused on goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors focused on goals-based wealth management.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client life goals.
  • Candidates will receive world-class training, one-on-one coaching from award-winning leadership, 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 to become Financial Advisors focused on goals-based wealth management.

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 and Series 66 licenses required
  • One year financial services experience
  • Prospecting and networking skills
  • Investment knowledge and analysis
  • Client needs assessment capabilities

Nice-to-have

  • Entrepreneurial mindset for growth
  • Strong interpersonal relationship skills
  • Ability to work collaboratively in teams
  • Experience with Salesforce CRM
  • Bachelor's degree preferred

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum 1 year financial services experience
  • Minimum 1 year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

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