Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market

Bank of America Merrill Lynch

Eastern Pennsylvania, US
Not specified; compensation tied to performance
In-office with flexible attendance based on role-specific considerations.
Series 7 & 66 licenses required
Prospecting and client sourcing
Investment product recommendations
The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks candidates in Eastern Pennsylvania to become Financial Advisors, focusing on wealth management for high-net-worth individuals. The program emphasizes training, mentorship, and building strong client relationships while providing a supportive and diverse work environment

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.
  • Participants will develop a book of business by identifying needs, building relationships, and delivering comprehensive investment recommendations.
  • The role offers world-class training, one-on-one coaching, and the opportunity to collaborate with award-winning leadership teams.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks candidates in Eastern Pennsylvania to become Financial Advisors, focusing on wealth management for high-net-worth individuals. The program emphasizes training, mentorship, and building strong client relationships while providing a supportive and diverse work environment.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client sourcing
  • Investment product recommendations
  • Client relationship management
  • Sales performance goals

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Emotional intelligence
  • Active listening skills
  • Adaptability to new technology

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • Proven ability to meet sales goals
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter