Merrill Advisor Development Program - Financial Advisor: Southwest Florida Coast Market

Merrill Wealth Management / Bank of America

Southwest Florida Coast, United States
Not specified; compensation tied to performance
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 serving high-net worth clients

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net worth clients.
  • Participants will receive world-class training, one-on-one coaching from the Bank of America Academy, and mentorship from experienced advisory teams.
  • The role requires developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with life goals.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net worth clients.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset for business growth
  • Strong interpersonal relationship building
  • Ability to work collaboratively with teams
  • Consultative approach to client needs
  • Adaptability to new technology applications

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 compliance
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter