Wealth Advisor Development Program - Financial Advisor

Sacbar; Los Angeles, Northern (CA, KY); Hybrid; USD 80,000 - 90,000; Full time

Job summary

Merrill Wealth Management's Advisor Development Program is designed for individuals transitioning into a Financial Advisor role, to work with high-net-worth clients, develop relationships, review financial goals, and deliver comprehensive recommendations that align with client objectives. You will be mentored by Merrill advisor teams to promote portfolio growth.

Join a structured program offering training, coaching, and practical client-facing experience, enabling you to establish a successful

Qualifications

• Current Series 7 and 66 licenses are required (63/65 may be substituted).
• Minimum one year in financial services or sales with meeting/exceeding goals.
• Investment products and services knowledge with client advisory experience.
• Proven ability to engage, influence, and build trust.
• Strong communication and teamwork skills.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data following KYC procedures.
• Act as interim Financial Advisor, recommending suitable investments.
• Document all client interactions in Salesforce.

Skills

Series 7 & 66 licenses

Sales in financial services

Client relationship building

Financial advisory knowledge

Interpersonal communication

Education

Bachelor's degree in finance or related field

Tools

Salesforce

Job description

Merrill Wealth Management's Advisor Development Program is designed for individuals transitioning into a Financial Advisor role, to work with high-net-worth clients, develop relationships, review financial goals, and deliver comprehensive recommendations that align with client objectives. You will be mentored by Merrill advisor teams to promote portfolio growth.

Join a structured program offering training, coaching, and practical client-facing experience, enabling you to establish a successful