Merrill Advisor Development Program - Financial Advisor: Greater Denver Market

Bank of America Merrill Lynch

Denver, CO, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
Prospecting and networking skills
Investment products knowledge
The program is designed for individuals seeking a career transition to become a Financial Advisor within the Merrill Wealth Management division

Job Summary

  • The program is designed for individuals seeking a career transition to become a Financial Advisor within the Merrill Wealth Management division.
  • Employees will receive world-class training, one-on-one coaching, and access to award-winning resources from Bank of America.
  • The role involves developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client goals.

Matching Summary

The program is designed for individuals seeking a career transition to become a Financial Advisor within the Merrill Wealth Management division.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits including paid time off and support resources.

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and networking skills
  • Investment products knowledge
  • Client needs assessment
  • Sales environment experience

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter