Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market

Merrill Wealth Management

Greater Kansas City, United States
Not specified; compensation tied to performance; n...
Series 7 & 66 licenses required
Prospecting and networking skills
Client relationship building
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 client goals.
  • Employees will collaborate with award-winning leadership and access the extensive capabilities of Bank of America and Merrill to serve high-net-worth clients.

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; Not specified

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and networking skills
  • Client relationship building
  • Investment product knowledge
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Collaborative team player
  • Adaptable to new technology
  • Strong follow-through skills

Key Requirements

  • Series 7 license
  • Series 66 license
  • One year financial service experience
  • One year investments industry experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

Cover Letter