Merrill Advisor Development Program - Financial Advisor: Southern Ct Market

Merrill Wealth Management

Darien, CT, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth individuals

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth individuals.
  • Candidates will receive world-class training and one-on-one coaching from the award-winning Academy at Bank of America to build a successful career.
  • The position offers a formulaic incentive plan where compensation is tied to performance against defined metrics alongside industry-leading benefits.

Matching Summary

The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth individuals.

Salary

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

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 with sourcing ability
  • Collaborative team player
  • Strong interpersonal communication
  • Adaptability to new technology
  • Consultative approach to client needs

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter