Merrill Lynch Financial Advisor Development Program
1 month ago
Are you ready to take your career to the next level? Our Merrill Lynch Financial Advisor Development Program is designed to help you succeed as a financial advisor. With our award-winning program, you'll receive best-in-class training and mentoring to help you build a robust wealth management business.
Key Benefits:
- Base salary and bonus potential
- Preparation for registration exams, including Series 7 and Series 66
- Ongoing access to firm and banking partners to meet client needs
- Market viewpoints, investment strategies, and model portfolios to help you scale efficiently
- Wealth Outlook tools platform to manage clients' goals-based financial strategies
Your Responsibilities:
- Develop and grow a book of business to meet and exceed pre-defined goals
- Effectively source prospective clients
- Recommend investment products and services that are suitable for prospects and clients based on their goals
- Balance investment management, sales activities, and new client development
- Establish and maintain a relationship with the management team to effectively deliver reports and receive mentorship
What We're Looking For:
- Open-minded and ready to make a career transition to grow as a Financial Advisor
- Rapid advancement by exceeding goals while adhering to high professional standards and integrity
- Strong relationship and interpersonal skills
- Bachelor's degree or higher
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