Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market
$80,000–$90,000 year
On-siteSan Jose, California, United States
Job Summary
Merrill Advisor Development Program - Financial Advisor in Silicon Valley is a structured development track within Merrill Wealth Management. You work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver tailored recommendations, while being mentored by Merrill Financial Advisor Teams to build portfolio growth. You will source prospective clients, conduct client needs assessments, refer to internal specialists when appropriate, and balance growth with compliance and ongoing development. Training and coaching are provided through Bank of America’s Academy and local leadership, with a focus on in-office collaboration, regulatory readiness, and a path toward building a successful advisory practice. The role requires licensing (Series 7 & 66) and experience in financial services or sales, with responsibilities spanning client discovery, solution recommendations, account opening, and ongoing client servicing. The posting notes that the role operates in the United States (San Jose, CA), with standard pay and benefits and a strong emphasis on training, certification, and career progression within Merrill and Bank of America.
Required Qualifications
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
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