The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients
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 award-winning Academy, and support to build a successful career at Bank of America.
The role offers an annualized salary range of $80,000.00 to $90,000.00 with eligibility for formulaic incentives based on performance metrics.
Matching Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.
Salary
Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
Investment products knowledge
Client needs assessment
Nice-to-have
Entrepreneurial mindset
Collaborative team player
Strong interpersonal skills
Adaptable to new technology
Diverse background perspective
Key Requirements
Current Series 7 license
Current Series 66 (or 63/65) license
Minimum 1 year financial service industry experience