Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market

Bank of America

Houston, Texas, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
One year financial services experience
Investment industry knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors specializing in goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors specializing in goals-based wealth management.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client life goals.
  • Candidates will receive world-class training, one-on-one coaching from award-winning leadership, and access to extensive banking and investment solutions through Bank of America.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors specializing in goals-based wealth management.

Salary

Not specified; compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Investment industry knowledge
  • Prospecting and networking skills
  • Sales environment goal orientation

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal relationship skills
  • Ability to work collaboratively
  • Active listening and probing skills
  • Emotional intelligence in client interactions

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year financial service industry experience
  • Minimum one year investments industry experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

Cover Letter