Merrill Advisor Development Program- Financial Advisor: Wisconsin Market

Merrill Wealth Management

Wisconsin, United States
Not specified; not specified; not specified
Series 7 & 66 licenses required
One year financial services experience
Investment product knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor with a focus on goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor with a focus on goals-based wealth management.
  • As an interim Financial Advisor, you will develop a book of business by identifying client needs, recommending suitable investment products, and collaborating with internal specialists.
  • Candidates will receive world-class training and one-on-one coaching from the Bank of America Academy while working within an in-office culture that values diversity and transparency.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor with a focus on goals-based wealth management.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

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

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year financial service experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter