Merrill Advisor Development Program - Financial Advisor: 5th Ave Market

Merrill Wealth Management

New York, NY, USA
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial service experience
Investment products knowledge
The role involves working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive financial recommendations

Job Summary

  • The role involves working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive financial recommendations.
  • Candidates will receive world-class training and one-on-one coaching from the award-winning Academy at Bank of America to build a successful career.
  • The position offers a formulaic incentive plan where compensation is tied to performance against defined metrics alongside industry-leading benefits.

Matching Summary

The role involves working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive financial recommendations.

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 service experience
  • Investment products knowledge
  • Prospecting and networking skills
  • Sales environment goal achievement

Nice-to-have

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

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter