Merrill Advisor Development Program - Financial Advisor: Mountain West Market

Bank of America (GHR)

Spokane, WA, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
In-office (specific requirements for office-based attendance)
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program at Bank of America seeks candidates passionate about becoming Financial Advisors to work with high-net-worth individuals. The role includes relationship-building and delivering customized financial recommendations, supported by extensive training and mentorship

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors in the wealth management sector.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client goals.
  • Employees receive world-class training, one-on-one coaching from award-winning leadership, and access to Bank of America's extensive banking and investment solutions.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America seeks candidates passionate about becoming Financial Advisors to work with high-net-worth individuals. The role includes relationship-building and delivering customized financial recommendations, supported by extensive training and mentorship.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits including paid time off and support resources

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Investment products knowledge
  • Prospecting and networking skills
  • Sales environment goal achievement

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Strong interpersonal skills
  • Adaptability to new technology
  • Diverse background perspective

Key Requirements

  • Current Series 7 license
  • Current Series 66 license
  • Minimum 1 year financial service experience
  • Minimum 1 year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

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