Merrill Advisor Development Program- Financial Advisor: Southeast Coastal Market
Bank of America (GHR)
Southeast Coastal Market, US
Series 7 & 66 licenses
Financial service industry experience
Sales environment experience
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations.
We’ll help you build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
Matching Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Skills & Requirements
Must-have
Series 7 & 66 licenses
financial service industry experience
sales environment experience
investment products and services knowledge
client relationship building
computer/technical literacy
Nice-to-have
entrepreneurial mindset
adapt to new technology
work collaboratively
goal and results oriented
emotional intelligence
Key Requirements
Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum one year financial service/sales experience
Minimum one year investments industry experience
Proven ability to engage and influence
Proven ability to assess needs and recommend solutions
Proven ability to work collaboratively
Proven ability to listen and probe
Proven ability to source clients through prospecting and networking