Merrill Advisor Development Program - Financial Advisor: Morristown Short Hills Market

Bank of America

Florham Park, NJ, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
In-office with flexibility based on role-specific considerations.
Series 7 and 66 licenses required
One year financial services experience
Investment products knowledge
Bank of America is seeking candidates for its Merrill Advisor Development Program aimed at developing Financial Advisors in the Morristown Short Hills Market. This role is designed for individuals looking to transition into financial advising, focusing on building client relationships and delivering comprehensive wealth management solutions

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations.
  • Employees receive world-class training, one-on-one coaching from the Academy, and access to Bank of America's extensive solutions.

Matching Summary

Match Score: 85

Bank of America is seeking candidates for its Merrill Advisor Development Program aimed at developing Financial Advisors in the Morristown Short Hills Market. This role is designed for individuals looking to transition into financial advising, focusing on building client relationships and delivering comprehensive wealth management solutions.

Salary

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

Skills & Requirements

Must-have

  • Series 7 and 66 licenses required
  • One year financial services experience
  • Investment products knowledge
  • Prospecting and networking skills
  • Client needs assessment

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal skills
  • Collaborative team player
  • Goal-oriented performance
  • Adaptable to new technology

Key Requirements

  • Current Series 7 & 66 (or 63 & 65) licenses
  • Minimum one year in financial service industry
  • Minimum one year in investments industry
  • Proven ability to meet sales goals
  • SAFE Act registration eligibility

Work Rights

Not specified

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