Merrill Advisor Development Program - Financial Advisor: Red Bank & Associates Market

Bank of America Merrill Lynch

Red Bank, NJ, United States
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
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Series 7 and series 66 licenses required
One year financial services experience
Prospecting and client relationship building
** The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking candidates to become Financial Advisors, focusing on building relationships with high-net-worth individuals and providing tailored financial advice. The program offers extensive training and mentorship to help individuals transition into successful financial advisory careers. **

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net worth clients.
  • Employees receive world-class training, one-on-one coaching from the Academy at Bank of America, and support to build a successful book of business.
  • The role offers an annualized salary range of $80,000.00 to $90,000.00 plus eligibility for formulaic incentive plans based on performance metrics.

Matching Summary

Match Score: 75

** The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking candidates to become Financial Advisors, focusing on building relationships with high-net-worth individuals and providing tailored financial advice. The program offers extensive training and mentorship to help individuals transition into successful financial advisory careers. **

Salary

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

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year financial services experience
  • Prospecting and client relationship building
  • Investment product knowledge and recommendations
  • Sales environment goal achievement

Nice-to-have

  • Entrepreneurial mindset for business growth
  • Strong interpersonal and communication skills
  • Ability to work collaboratively with specialists
  • Experience in high-net-worth client management
  • Adaptability to new technology applications

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

Cover Letter