Merrill Advisor Development Program- Financial Advisor: Greater Atlanta Market

Bank of America Merrill Lynch

Greater Atlanta Market, US
Not specified; compensation tied to performance
In-office with flexibility based on role-specific considerations.
Series 7 and series 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks aspiring Financial Advisors in the Greater Atlanta Market. This role involves building relationships with high-net-worth clients, developing tailored financial solutions, and collaborating with experienced advisors in a structured training environment

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations.
  • Candidates will receive world-class training, one-on-one coaching, and access to the investment insights of Merrill coupled with Bank of America banking convenience.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks aspiring Financial Advisors in the Greater Atlanta Market. This role involves building relationships with high-net-worth clients, developing tailored financial solutions, and collaborating with experienced advisors in a structured training environment.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year financial services experience
  • Investment products knowledge
  • Prospecting and networking skills
  • Client needs assessment

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Strong interpersonal skills
  • Adaptable to new technology
  • Goal-oriented performance

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter