Merrill Advisor Development Program - Financial Advisor: Carolina East Market

Bank of America Merrill Lynch

Carolina East, United States
Not specified; compensation tied to performance
In-office (specific attendance required, with some flexibility based on role)
Series 7 and series 66 licenses required
One year financial services experience
Prospecting and networking skills
The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking individuals eager to transition into financial advisory roles, focusing on building relationships with high-net-worth clients and providing tailored financial solutions. Candidates are expected to possess essential licenses and have relevant experience in the financial services sector

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor.
  • Roleholders will develop a book of business by identifying client needs and delivering comprehensive investment recommendations aligned with life goals.
  • Candidates receive world-class training, one-on-one coaching from the Bank of America Academy, and access to extensive banking and investment solutions.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking individuals eager to transition into financial advisory roles, focusing on building relationships with high-net-worth clients and providing tailored financial solutions. Candidates are expected to possess essential licenses and have relevant experience in the financial services sector.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year financial services experience
  • Prospecting and networking skills
  • Client needs assessment capabilities
  • Investment product knowledge

Nice-to-have

  • Entrepreneurial mindset for growth
  • Collaborative team player attitude
  • Strong interpersonal relationship skills
  • Adaptability to new technology
  • Goal-oriented performance focus

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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