Not specified (likely hybrid or on-site given the branch locations)
Series 7 & 66 licenses required
Two years financial service experience
One year investment industry knowledge
Bank of America Merrill Lynch is seeking a Merrill Financial Solutions Advisor for its Chicago West Market, focusing on high-net-worth clients. The role involves providing tailored financial advice, building client relationships, and leveraging technology for business growth
Job Summary
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their life 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 a formulaic incentive plan based on performance metrics and receive industry-leading benefits including paid time off.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Merrill Financial Solutions Advisor for its Chicago West Market, focusing on high-net-worth clients. The role involves providing tailored financial advice, building client relationships, and leveraging technology for business growth.
Salary
Base: $75,000.00 - $85,000.00 annualized; Bonus: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Series 7 & 66 licenses required
Two years financial service experience
One year investment industry knowledge
Client relationship management skills
Investment product expertise
Nice-to-have
CFP or CRPC professional designations
Insurance licenses held
Bachelor's degree in business
Strong computer and multitasking skills
Experience with lead generation strategies
Key Requirements
Current Series 7 & 66 (or 63/65) licenses
Minimum two years financial service sales experience