Wealth Advisor Development Program: Launch Your Financial Career

Merrill; Palo Alto (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Merrill Wealth Management in the United States seeks participants for the Advisor Development Program to become Financial Advisors. You will work with high-net-worth clients, identify needs, review goals, and prepare investment recommendations.

You will be mentored by Merrill Advisor Teams, gain training through Bank of America, and build a book of business while delivering end-to-end financial guidance.

Qualifications

• Experience working with high-net-worth clients
• Ability to identify client needs and develop relationships
• Willingness to participate in advisory development program and training

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as int

Job description

Merrill Wealth Management in the United States seeks participants for the Advisor Development Program to become Financial Advisors. You will work with high-net-worth clients, identify needs, review goals, and prepare investment recommendations.

You will be mentored by Merrill Advisor Teams, gain training through Bank of America, and build a book of business while delivering end-to-end financial guidance.