Merrill Advisor Development Program - Financial Advisor: Ny Capital/central Ny Market

Bank of America (GHR)

Albany, NY, USA
$80,000.00 - $90,000.00 annualized salary; formula...
Develop a book of business
Source prospective clients
Deliver comprehensive recommendations
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Salary

$80,000.00 - $90,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Develop a book of business
  • Source prospective clients
  • Deliver comprehensive recommendations
  • Manage client relationships
  • In-office culture required

Nice-to-have

  • Entrepreneurial mindset
  • Build trust and credibility
  • Adapt to new technology
  • Collaborate with partners
  • Value diversity

Key Requirements

  • Series 7 & 66 licenses
  • Minimum one year financial services/sales experience
  • Minimum one year investments industry experience
  • Proven ability to engage and influence
  • Proven ability to assess needs and recommend solutions
  • Proven ability to work collaboratively
  • Proven ability to listen and probe
  • Goal and results oriented
  • Proven ability to source clients
  • Ability to work in performance-based compensation environment
  • Computer/technical literacy

Work Rights

Not specified

Tailored Resume

Cover Letter