Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market

Bank of America Merrill Lynch

Greater Arizona Market, US
Not specified; compensation tied to performance
**
Series 7 & 66 licenses required
Prospecting and networking skills
Investment product knowledge
** The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks motivated individuals eager to transition into financial advisory roles, focusing on building client relationships and delivering tailored investment solutions. The position requires candidates to hold specific financial licenses and possess experience in the financial services or sales sectors. **

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 by sourcing prospective clients, assessing needs, and delivering comprehensive investment recommendations aligned with client goals.
  • The role offers 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: 75

** The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks motivated individuals eager to transition into financial advisory roles, focusing on building client relationships and delivering tailored investment solutions. The position requires candidates to hold specific financial licenses and possess experience in the financial services or sales sectors. **

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and networking skills
  • Investment product knowledge
  • Client needs assessment
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Collaborative team player
  • Active listening skills
  • Adaptability to new technology

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter