Merrill Financial Solutions Advisor (partially Licensed) – Red Bank Market

Bank of America Merrill Lynch

Red Bank, NJ, US
Base: $36.06 - $40.87 hourly; bonus/equity: formul...
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Series 7 and 66 licenses within program time
4+ years progressive professional experience
2+ years investments industry experience
** Bank of America Merrill Lynch seeks a partially licensed Financial Solutions Advisor for its Red Bank, NJ location. The role involves working with high-net-worth clients to provide personalized investment advice while participating in an Advisor Development Program. **

Job Summary

  • This role is responsible for working with high-net worth clients in a Merrill branch to identify needs and develop relationships.
  • The position involves leveraging technology to achieve business growth goals and building a sustainable book of business.
  • Employees are eligible for formulaic incentives based on performance against defined metrics and receive industry-leading benefits.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch seeks a partially licensed Financial Solutions Advisor for its Red Bank, NJ location. The role involves working with high-net-worth clients to provide personalized investment advice while participating in an Advisor Development Program. **

Salary

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

Skills & Requirements

Must-have

  • Series 7 and 66 licenses within program time
  • 4+ years progressive professional experience
  • 2+ years investments industry experience

Nice-to-have

  • Bachelor's degree in business-related field
  • Certified Financial Planner (CFP) designation
  • Proven ability to partner and promote lead generation

Key Requirements

  • FINRA Securities Industry Essentials (SIE) license
  • Ability to obtain Series 7 and 66 licenses
  • SAFE Act registration and background check compliance

Work Rights

Not specified

Tailored Resume

Cover Letter