Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market

Bank of America Merrill Lynch

Northeast Ohio, United States
Not specified; compensation tied to performance
In-office with flexibility based on role-specific considerations.
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
Bank of America Merrill Lynch is seeking candidates for its Merrill Advisor Development Program in Northeast Ohio, aimed at individuals eager to become Financial Advisors. The role involves building client relationships, recommending investment solutions, and collaborating with advisory teams, emphasizing a culture of diversity, trust, and professional development

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 and one-on-one coaching from award-winning leadership to build a successful career in wealth management.
  • The position requires balancing investment growth, prospect building, and administrative compliance while utilizing Bank of America's extensive resources.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking candidates for its Merrill Advisor Development Program in Northeast Ohio, aimed at individuals eager to become Financial Advisors. The role involves building client relationships, recommending investment solutions, and collaborating with advisory teams, emphasizing a culture of diversity, trust, and professional development.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client acquisition
  • Investment product recommendations
  • Client relationship management
  • Sales performance goals

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal skills
  • Collaborative team player
  • Adaptable to new technology
  • Diverse background perspective

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • Proven ability to meet sales goals
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter