Merrill Advisor Development Program - Financial Advisor: Pasadena Central Valley Market

Merrill Wealth Management

Pasadena, CA, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors helping clients pursue their life goals

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors helping clients pursue their life goals.
  • Role responsibilities include developing a book of business, sourcing prospective clients, and delivering comprehensive investment recommendations aligned with client needs.
  • Employees receive world-class training, one-on-one coaching from the Bank of America Academy, and access to industry-leading benefits including formulaic incentives.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors helping clients pursue their life goals.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Investment products knowledge
  • Prospecting and networking skills
  • Sales environment goal achievement

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal relationship skills
  • Ability to work collaboratively
  • Adaptability to new technology
  • Exceptional communication abilities

Key Requirements

  • Current Series 7 license
  • Current Series 66 license
  • Minimum one year financial service experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

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