Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market

Bank of America Merrill Lynch

Darien, CT, US
Base: $36.06 - $40.87 hourly; bonus/equity: formul...
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4+ years professional experience
2+ years investments industry experience
Ability to obtain series 7 and 66 licenses
** Bank of America Merrill Lynch is seeking a Merrill Financial Solutions Advisor for their Southern Connecticut market, focusing on high-net-worth clients. The role involves developing client relationships, providing tailored investment advice, and participating in ongoing training to progress toward a career as an independent financial advisor. **

Job Summary

  • This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their financial goals.
  • The position offers a structured Advisor Development Program journey providing training, mentorship, and opportunities to progress to an independent financial advisor role.
  • Employees are eligible for formulaic incentives based on performance metrics and receive industry-leading benefits including paid time off and professional development resources.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Merrill Financial Solutions Advisor for their Southern Connecticut market, focusing on high-net-worth clients. The role involves developing client relationships, providing tailored investment advice, and participating in ongoing training to progress toward a career as an independent financial advisor. **

Salary

Base: $36.06 - $40.87 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • 4+ years professional experience
  • 2+ years investments industry experience
  • Ability to obtain Series 7 and 66 licenses

Nice-to-have

  • Bachelor's degree in business field
  • Experience in sales environment
  • Strong computer and multitasking skills
  • CFP or CRPC designations preferred
  • Insurance licenses held

Key Requirements

  • FINRA SIE license required
  • Series 7 and 66 licenses within program time
  • SAFE Act registration compliance
  • 4+ years progressive experience
  • 2+ years investments experience

Work Rights

Not specified

Tailored Resume

Cover Letter