Merrill Advisor Development Program

Merrill Advisor Development Program focuses on handles inbound inquiries from leads regarding merrill offerings.

What the role involves

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.

Skills and requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility.
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Confirmed role details

• Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
• Developing a book of business in order to meet and exceed established performance hurdles.
• Organizing and managing resources (time, people, budget) to run a productive practice.
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.