Merrill Advisor Development Program - Financial Advisor: Carolina East Market
Merrill Wealth Management
Carolina East, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors in the wealth management sector
Job Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors in the wealth management sector.
Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with life goals.
Candidates will receive world-class training, one-on-one coaching from award-winning leadership, and access to Bank of America's extensive banking and investment solutions.
Matching Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors in the wealth management sector.
Salary
Not specified; Compensation tied to performance
Skills & Requirements
Must-have
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
Investment product knowledge
Client needs assessment
Nice-to-have
Entrepreneurial mindset
Collaborative team player
Strong interpersonal skills
Adaptability to new technology
Goal-oriented performance
Key Requirements
Current Series 7 license
Current Series 66 license
Minimum 1 year financial service industry experience