Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market
Bank of America (GHR)
Pepper Pike, Ohio, USA
Develop a book of business
Source prospective clients
Deliver comprehensive recommendations
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor
Job Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Skills & Requirements
Must-have
Develop a book of business
Source prospective clients
Deliver comprehensive recommendations
Manage client relationships
In-office culture required
Nice-to-have
Entrepreneurial mindset
Collaborate with specialists
Adapt to new technology
Build trust and credibility
Key Requirements
Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum one year financial service/sales experience