Merrill Advisor Development Program - Financial Advisor: Dallas Market

Merrill Wealth Management

Dallas, Texas, United States
Not specified; compensation tied to performance; n...
Series 7 & 66 licenses required
Prospecting and client sourcing
Investment product recommendations
The Merrill Advisor Development Program is designed for individuals seeking a career transition into financial advising with world-class training

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into financial advising with world-class training.
  • As a Financial Advisor, you will develop a book of business by identifying needs and delivering comprehensive investment recommendations to high-net-worth clients.
  • The role requires balancing daily prospecting activities with long-term planning while collaborating with internal specialists to execute customized solutions.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition into financial advising with world-class training.

Salary

Not specified; Compensation tied to performance; Not specified

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client sourcing
  • Investment product recommendations
  • High-net-worth client engagement
  • Sales environment experience

Nice-to-have

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

Key Requirements

  • Series 7 license
  • Series 66 license
  • One year financial service experience
  • One year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter