Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market

Merrill Wealth Management

Greater Arizona, United States
Not specified; not specified; not specified
Series 7 & 66 licenses required
Prospecting and networking skills
Investment product knowledge
The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth individuals

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive 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, referral activities, and administrative compliance while collaborating with internal specialists.

Matching Summary

The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth individuals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and networking skills
  • Investment product knowledge
  • Client needs assessment
  • Sales environment experience

Nice-to-have

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

Key Requirements

  • Series 7 license
  • Series 66 license
  • One year financial service experience
  • One year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter