Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market

Bank of America (GHR)

Greater Alabama 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 is designed for individuals seeking a career transition into financial advising with world-class training

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into financial advising with world-class training.
  • Responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client goals.
  • Candidates will receive one-on-one coaching from award-winning leadership and collaborate with core banking partners to provide end-to-end financial advice.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition into financial advising with world-class training.

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
  • Adaptable to new technology
  • Strong communication skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter