Merrill Advisor Development Program - Financial Advisor: Minnesota Market

Bank of America Merrill Lynch

Wayzata, MN, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
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Series 7 & 66 licenses required
Prospecting and client sourcing
Investment product recommendations
** The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking candidates to become Financial Advisors in the Minnesota market. This role emphasizes building client relationships, developing investment strategies, and achieving performance goals within a supportive culture that values diversity and personal growth. **

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.
  • Candidates will receive world-class training, one-on-one coaching, and mentorship from award-winning leadership to build a successful career.
  • The position offers an annualized salary range of $80,000.00 to $90,000.00 with eligibility for formulaic incentives based on performance metrics.

Matching Summary

Match Score: 75

** The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking candidates to become Financial Advisors in the Minnesota market. This role emphasizes building client relationships, developing investment strategies, and achieving performance goals within a supportive culture that values diversity and personal growth. **

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
  • Prospecting and client sourcing
  • Investment product recommendations
  • Client relationship management
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Active listening skills
  • Collaborative team approach
  • Adaptability to new technology

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • SAFE Act registration capability

Work Rights

Not specified

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