Merrill Advisor Development Program - Financial Advisor: Central Florida & Associates Market

Bank of America (GHR)

Central Florida, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
One year financial services experience
Prospecting and client acquisition skills
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations.
  • Candidates will receive world-class training and one-on-one coaching from the award-winning Academy at Bank of America.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Prospecting and client acquisition skills
  • Investment product knowledge
  • Sales environment goal achievement

Nice-to-have

  • Entrepreneurial mindset for business growth
  • Strong interpersonal relationship building
  • Ability to work collaboratively with teams
  • Adaptability to new technology applications
  • Exceptional written and verbal communication

Key Requirements

  • Current Series 7 license
  • Current Series 66 license
  • Minimum one year financial service industry experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

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