Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market

Bank of America

Houston, Texas, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.
  • Candidates will receive world-class training, one-on-one coaching, and mentorship from award-winning leadership at the Bank of America Academy.
  • The position requires balancing investment growth, prospect building, administrative compliance, and personal development within an in-office culture.

Matching Summary

The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.

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
  • Active listening skills
  • Collaborative team approach
  • Diverse background perspective

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum 1 year financial services experience
  • Minimum 1 year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter