Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market
Merrill Wealth Management
Dallas, Texas, United States
Not specified; not specified; not specified
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill 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 Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive recommendations that align with the goals of existing and prospective clients.
Candidates will receive world-class training and one-on-one coaching from award-winning Academy at Bank of America to build a successful career.
Matching Summary
The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
Prospecting and networking skills
Sales environment goal achievement
Nice-to-have
Entrepreneurial mindset with prospecting ability
Strong interpersonal and relationship building
Ability to work collaboratively on a team
Quick trust and credibility building
Adaptability to new technology applications
Key Requirements
Current Series 7 license
Current Series 66 license
Minimum one year financial service industry experience