Merrill Advisor Development Program - Financial Advisor: Fort Worth & Associates

Merrill Wealth Management

Fort Worth, Texas, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
One year financial services experience
Prospecting and client relationship building
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net worth clients

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net worth clients.
  • Participants will develop a book of business, source prospective clients, and deliver comprehensive investment recommendations aligned with client life goals.
  • The role offers world-class training, one-on-one coaching from award-winning leadership, and the opportunity to collaborate with core banking partners at Bank of America.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net worth clients.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Prospecting and client relationship building

Nice-to-have

  • Entrepreneurial mindset for business growth
  • Strong analytical thinking skills
  • Experience with Salesforce CRM

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year in financial services or sales
  • Minimum one year in investments industry

Work Rights

Not specified

Tailored Resume

Cover Letter