The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor
Job Summary
The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
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.
Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions, earned based on performance against defined metrics.
Matching Summary
The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Salary
Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
Investment product knowledge
Client needs assessment ability
Nice-to-have
Entrepreneurial mindset
Strong interpersonal skills
Collaborative team player
Goal and results oriented
Adaptable to new technology
Key Requirements
Currently holds Series 7 & 66 licenses
Minimum one year financial service industry experience