Merrill Advisor Development Program - Financial Advisor: Red Bank & Associates Market

Merrill Wealth Management

Red Bank, NJ, United States
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors

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 at Bank of America, and access to industry-leading benefits.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.

Salary

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

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year financial services experience
  • Investment products knowledge
  • Prospecting and networking skills
  • Sales environment goal achievement

Nice-to-have

  • Entrepreneurial mindset for sourcing clients
  • Collaborative team work approach
  • Strong interpersonal relationship skills
  • Ability to adapt to new technology
  • Exceptional communication abilities

Key Requirements

  • Current Series 7 license
  • Current Series 66 license
  • Minimum one year financial service experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

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