Merrill Advisor Development Program - Financial Advisor: Desert Mountain Market

Bank of America Merrill Lynch

Not specified; compensation tied to performance
**
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
** The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks individuals passionate about becoming Financial Advisors, focusing on high-net-worth clients. The role involves building client relationships, assessing financial needs, and delivering tailored investment solutions while benefiting from comprehensive training and mentorship. **

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, onboarding programs, and one-on-one coaching from award-winning leadership to build a successful career.
  • The position requires balancing investment growth, prospect building, administrative compliance, and personal development within an in-office culture.

Matching Summary

Match Score: 75

** The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks individuals passionate about becoming Financial Advisors, focusing on high-net-worth clients. The role involves building client relationships, assessing financial needs, and delivering tailored investment solutions while benefiting from comprehensive training and mentorship. **

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 environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal skills
  • Consultative approach to sales
  • Team collaboration abilities
  • Adaptability to new technology

Key Requirements

  • Series 7 license
  • Series 66 license
  • One year financial services experience
  • One year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter