Merrill Advisor Development Program - Financial Advisor: Capitol Market
Merrill Wealth Management
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 into becoming a Financial Advisor
Job Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor.
Participants will develop a book of business by identifying needs, building relationships, and delivering comprehensive investment recommendations to high-net-worth clients.
The role offers world-class training, one-on-one coaching from award-winning leadership, and the opportunity to leverage Bank of America's extensive banking and investment solutions.
Matching Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor.
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
Investment product knowledge and sales
Salesforce CRM proficiency
Nice-to-have
Entrepreneurial mindset for business growth
Strong interpersonal communication skills
Ability to work collaboratively in teams
Goal-oriented performance focus
Adaptability to new technology
Key Requirements
Current Series 7 license
Current Series 66 (or 63/65) license
Minimum one year financial service industry experience