The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm
Job Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm.
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
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm.
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 and Series 66 licenses required
One year financial services experience
Prospecting and networking skills
Client needs assessment capabilities
Investment product knowledge
Nice-to-have
Entrepreneurial mindset for growth
Strong interpersonal relationship skills
Ability to work collaboratively in teams
Experience with Salesforce CRM
Bachelor's degree preferred
Key Requirements
Current Series 7 license
Current Series 66 license
Minimum one year financial service industry experience