Merrill Advisor Development Program - Financial Advisor: Utah Market
Bank of America (GHR)
Utah, USA
Develop a book of business
Source prospective clients
Deliver comprehensive recommendations
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
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.
We’ll help you build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
Matching Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
Skills & Requirements
Must-have
Develop a book of business
Source prospective clients
Deliver comprehensive recommendations
Manage client relationships
In-office culture attendance
Nice-to-have
Entrepreneurial mindset
Adapt to new technology
Collaborative team player
Results-focused and effective
Key Requirements
Series 7 & 66 licenses
Minimum one year financial service/sales experience