Merrill Advisor Development Program - Financial Advisor: North Virginia Market

Merrill Wealth Management / Bank of America

North Virginia, United States
Not specified; compensation tied to performance
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
The role involves working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive financial recommendations aligned with their life goals

Job Summary

  • The role involves working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive financial recommendations aligned with their life goals.
  • Candidates will receive world-class training and one-on-one coaching from the award-winning Academy at Bank of America to build a successful career.
  • The position requires an in-office culture with specific attendance requirements while empowering employees to bring their whole selves to work.

Matching Summary

The role involves working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive financial recommendations aligned with their life goals.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Prospecting and networking skills
  • Investment products 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

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

Work Rights

Not specified

Tailored Resume

Cover Letter