Merrill Advisor Development Program - Financial Advisor: Palm Beach Market

Merrill Wealth Management

Palm Beach, Florida, 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 into becoming a Financial Advisor focused on goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor focused on goals-based wealth management.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client 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 into becoming a Financial Advisor focused on goals-based wealth management.

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
  • Client needs assessment capabilities
  • Investment product knowledge

Nice-to-have

  • Entrepreneurial mindset with growth focus
  • Strong interpersonal relationship building
  • Ability to work collaboratively on teams
  • Experience with Salesforce CRM tools
  • Consultative approach to client advice

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in financial services or sales
  • Minimum one year in investments industry
  • SAFE Act registration eligibility
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter