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

Bank of America

Charlotte, North Carolina, United States
Not specified; compensation tied to performance
Series 7 and series 66 licenses required
One year financial services experience
Prospecting and client relationship building
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with personal life goals.
  • Candidates will receive world-class training, one-on-one coaching from award-winning leadership, and access to extensive banking and investment solutions.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year financial services experience
  • Prospecting and client relationship building
  • Investment product knowledge and recommendations
  • Sales environment goal achievement

Nice-to-have

  • Entrepreneurial mindset for business growth
  • Strong interpersonal and communication skills
  • Ability to work collaboratively with specialists
  • Experience in high-net-worth client servicing
  • Adaptability to new technology applications

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter