Merrill Financial Solutions Advisor - Chicago Metro Market

Bank of America (GHR)

Chicago, United States
$75,000.00 - $85,000.00 annualized salary; formula...
Client relationship management
Investment recommendations
Financial goal assessment
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations

Job Summary

  • This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations.
  • The Advisor Development Program (ADP) Journey provides training and guidance through a defined path to become a successful and independent financial advisor, working with affluent and high net worth clients.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations.

Salary

$75,000.00 - $85,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Client relationship management
  • Investment recommendations
  • Financial goal assessment
  • Sales and business development
  • Leveraging technology for growth

Nice-to-have

  • Culture driven and resilient
  • Results focused and effective
  • Diversity of thought and background
  • Continuous professional development
  • Community support initiatives

Key Requirements

  • Series 7 & 66 licenses
  • Two years financial service/sales experience
  • One year investments industry experience
  • SAFE Act registration requirements

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter