Merrill Advisor Development Program - Financial Advisor: Sd Financial Center Market

Bank of America Merrill Lynch

Brooklyn, NY, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
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Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
** Merrill Wealth Management is seeking candidates for its Advisor Development Program, designed for individuals aiming to become Financial Advisors. The role involves working with high-net-worth clients to develop relationships and provide tailored investment advice, emphasizing the importance of building trust and delivering comprehensive financial solutions. **

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive financial 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 their advisory practice.
  • The position offers a formulaic incentive plan where compensation is tied to performance against defined metrics alongside industry-leading benefits.

Matching Summary

Match Score: 75

** Merrill Wealth Management is seeking candidates for its Advisor Development Program, designed for individuals aiming to become Financial Advisors. The role involves working with high-net-worth clients to develop relationships and provide tailored investment advice, emphasizing the importance of building trust and delivering comprehensive financial solutions. **

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Collaborative team player
  • Active listening skills
  • Adaptable 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