Merrill Lynch Financial Advisor Development Program

1 month ago


Phoenix, Arizona, United States GiiG Full time
Unlock Your Potential as a Financial Advisor

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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