Merrill Advisor Development Program- Financial Advisor: Southeast Coastal Market

Merrill Wealth Management

Southeast Coastal Market, United States
Not specified; compensation tied to performance
Series 7 and series 66 licenses required
Prospecting and client acquisition skills
Investment product knowledge and analysis
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.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with life goals.
  • Candidates will receive one-on-one coaching from award-winning leadership while working in an in-office culture that values diversity and transparency.

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 and Series 66 licenses required
  • Prospecting and client acquisition skills
  • Investment product knowledge and analysis
  • Client relationship building and trust
  • Sales environment performance goals

Nice-to-have

  • Entrepreneurial mindset for business growth
  • Collaborative team work with specialists
  • Strong oral and written communication
  • Adaptability to new technology platforms
  • Diverse background and perspectives

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter