Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market

Bank of America Merrill Lynch

Charlotte, NC, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
The Merrill Advisor Development Program is designed for individuals seeking a career transition into financial advising with a focus on goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into financial advising with a focus on goals-based wealth management.
  • As an interim Financial Advisor, you will develop a book of business by identifying client needs, sourcing prospects, and delivering customized investment solutions.
  • Candidates receive world-class training, one-on-one coaching from the Academy at Bank of America, and support from award-winning leadership to build a successful career.

Matching Summary

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

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 performance goals

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Collaborative team player
  • Active listening skills
  • Adaptability to new technology

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum 1 year financial services experience
  • Minimum 1 year investments industry experience
  • Proven sales or goal-oriented background
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter