Wealth Advisor Development Program: Launch Your Career

Stryker Corporation; Boise (ID); On-site; Confidential; Full time

Job summary

Merrill Wealth Management is seeking a Financial Advisor in the Advisor Development Program to work with high-net-worth individuals, identifying needs and delivering comprehensive investment recommendations aligned with goals.

You will collaborate with Merrill Financial Advisor Teams to grow portfolios, while engaging in training, certifications, and ongoing development to advance your advisory career within Bank of America/Merrill.

Qualifications

• Currently holds Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• Minimum of one year experience in financial services or sales with goals met.
• Knowledge of investment products, services and client needs.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings and build client relationships.
• Open accounts following KYC procedures and document interactions in Salesforce.
• Provide investment recommendations aligned with client objectives, resources, and risk profile.

Skills

Series 7

Series 66

Sales experience

Financial advice

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Merrill Wealth Management is seeking a Financial Advisor in the Advisor Development Program to work with high-net-worth individuals, identifying needs and delivering comprehensive investment recommendations aligned with goals.

You will collaborate with Merrill Financial Advisor Teams to grow portfolios, while engaging in training, certifications, and ongoing development to advance your advisory career within Bank of America/Merrill.