Advisor Development Program

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. This role involves working with high-net worth clients in a Merrill branch to identify needs, develop relationships, and prepare investment recommendations that align with clients' goals. The position leverages technology to achieve business growth, profile client investor profiles, and build a sustainable book of business. It may also involve the provision of residential mortgage loans, subject to SAFE Act registration requirements.