13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Merrill Advisor Development Program - Financial Advisor: Lone Star Market at 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Location: San Antonio, Texas · Corpus Christi, Texas · +1
Type: Full-time
Level: entry
Posted: Aug 10, 2026

Description

Merrill is hiring a Financial Advisor through its Advisor Development Program to serve high-net-worth individuals, develop a book of business, assess client needs, recommend investment products and services, service client accounts, and collaborate with banking and investment partners. The role requires Series 7 and 66 licenses, at least one year of financial-services or sales experience, and one year of investment-industry experience, and is an in-office first-shift position with 40 hours per week.

Required Skills

Business Development
Prospecting
Wealth Planning
Portfolio Analysis
Risk Management
Client Investments Management
Trading

Additional Information

Required Previous Experiences: At least one year of experience in the financial services industry or sales environment
At least one year of experience in the investments industry
Preferred Qualifications: Bachelor’s degree or at least one year of financial services industry or sales experience
Ability to learn and adapt to new technology or applications
Ability to execute multiple tasks simultaneously
Translation Company Name: 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc