Wealth Advisor in Training – Development Program

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

Benefits offered by this job

Benefits

Formulaic incentive plan

Paid time off

Job summary

Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor in the United States. You will build relationships with high-net-worth clients, assess financial goals, and deliver comprehensive guidance while collaborating with Merrill Advisor Teams to grow a portfolio.

Role involves training, earning through performance, and providing end-to-end investment advice. On-site in Los Angeles with strong coaching and career development opportunities.

Qualifications

• Currently holds Series 7 & 66 licenses with 63/65 in lieu of 66.
• Minimum of one year in financial services or sales with targets met.
• Experience in investments and investment products/services.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Present Merrill/Bank of America capabilities to clients.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor with product/service recommendations.
• Document client interactions in Salesforce.

Skills

Series 7 & 66 licenses

Sales experience

Investment knowledge

Interpersonal skills

Communication skills

Prospecting

Team collaboration

Active listening

Microsoft Office

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word/PowerPoint/Excel

Job description

Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor in the United States. You will build relationships with high-net-worth clients, assess financial goals, and deliver comprehensive guidance while collaborating with Merrill Advisor Teams to grow a portfolio.

Role involves training, earning through performance, and providing end-to-end investment advice. On-site in Los Angeles with strong coaching and career development opportunities.