Wealth Advisor Development Program — San Francisco

Merrill; San Francisco (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

Merrill Wealth Management is seeking candidates for the Advisor Development Program to grow into Financial Advisors serving high-net-worth clients in the San Francisco area.

You will develop relationships, review financial goals, and deliver comprehensive recommendations with guidance from Merrill Financial Advisor Teams and Bank of America partners. Training and mentorship are provided to accelerate your career in wealth management.

Qualifications

• Experience working with high-net-worth clients is preferred.
• Excellent communication and interpersonal skills.
• Willingness to complete required training and certification.

Responsibilities

• Handles inbound inquiries about Merrill offerings.
• Positions Merrill and Bank of America capabilities.
• Collects client profile data following standard KYC procedures to open accounts as appropriate.
• Serves as int (incomplete in source)

Skills

Relationship-building

Client needs analysis

Communication skills

Financial product knowledge

Education

Bachelor's degree or equivalent

Job description

Merrill Wealth Management is seeking candidates for the Advisor Development Program to grow into Financial Advisors serving high-net-worth clients in the San Francisco area.

You will develop relationships, review financial goals, and deliver comprehensive recommendations with guidance from Merrill Financial Advisor Teams and Bank of America partners. Training and mentorship are provided to accelerate your career in wealth management.