Merrill Advisor Development Program - Financial Advisor: Western Ny Market

Bank of America Merrill Lynch

Buffalo, NY, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
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Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
** Bank of America Merrill Lynch is seeking candidates for their Merrill Advisor Development Program, designed for individuals aspiring to become financial advisors. The role emphasizes building relationships with high-net-worth clients, developing personalized financial strategies, and leveraging the resources of Merrill and Bank of America. **

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.
  • Employees will receive world-class training, one-on-one coaching from the Bank of America Academy, and mentorship from experienced advisory teams.
  • The role offers an annualized salary range of $80,000 to $90,000 with eligibility for formulaic incentives based on performance metrics.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking candidates for their Merrill Advisor Development Program, designed for individuals aspiring to become financial advisors. The role emphasizes building relationships with high-net-worth clients, developing personalized financial strategies, and leveraging the resources of Merrill and Bank of America. **

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

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
  • Emotional intelligence
  • Collaborative team environment
  • Consultative sales approach
  • Diverse background perspective

Key Requirements

  • Series 7 license
  • Series 66 license
  • One year financial services experience
  • One year investment industry experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

Cover Letter