Merrill Advisor Development Program - Financial Advisor: Lone Star Market

Bank of America Merrill Lynch

Lone Star Market, United States
Not specified; compensation tied to performance
**
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
** The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks individuals passionate about becoming Financial Advisors, focusing on high-net-worth clients and personalized wealth management. The program provides comprehensive training, mentorship, and opportunities for career growth within a collaborative and diverse environment. **

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.
  • Candidates will receive world-class training and one-on-one coaching from the award-winning Academy at Bank of America to build a successful career.
  • The position requires balancing investment growth, prospect building, and administrative compliance while collaborating with internal specialists to serve clients.

Matching Summary

Match Score: 75

** The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks individuals passionate about becoming Financial Advisors, focusing on high-net-worth clients and personalized wealth management. The program provides comprehensive training, mentorship, and opportunities for career growth within a collaborative and diverse environment. **

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client acquisition
  • Investment product recommendations
  • Client relationship management
  • Sales performance goals

Nice-to-have

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

Key Requirements

  • Series 7 & 66 (or 63 & 65) licenses
  • Minimum 1 year financial services experience
  • Minimum 1 year investments industry experience
  • Proven ability to meet sales goals
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter