Merrill Advisor Development Program - Financial Advisor: Ohio Valley Market
Bank of America (GHR)
Cincinnati, United States
Series 7 & 66 licenses
Financial service sales experience
Investment products knowledge
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
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 for individuals, companies, and institutions.
Skills & Requirements
Must-have
Series 7 & 66 licenses
Financial service sales experience
Investment products knowledge
Client relationship building
Goal and results oriented
Prospecting and networking skills
Nice-to-have
Entrepreneurial mindset
Adapt to new technology
Interpersonal skills
Emotional intelligence
Collaborative team player
Key Requirements
Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum one year financial service/sales experience