Merrill Advisor Development Program- Financial Advisor: North Florida Market
Bank of America (GHR)
North Florida Market, USA
Develop a book of business
Source prospective clients
Deliver comprehensive recommendations
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor
Job Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
We believe trust comes from transparency and our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Matching Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Skills & Requirements
Must-have
Develop a book of business
Source prospective clients
Deliver comprehensive recommendations
Manage client relationships
In-office culture required
Nice-to-have
Entrepreneurial mindset
Collaborate with partners
Adapt to new technology
Culture driven team
Key Requirements
Series 7 & 66 licenses
Minimum 1 year financial services/sales experience