Merrill Advisor Development Program - Financial Advisor: Sd Financial Center Market

Merrill Wealth Management

Brooklyn, NY, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial service experience
Prospecting and networking skills
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor focused on goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor focused on goals-based wealth management.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client life goals.
  • Candidates will receive world-class training, one-on-one coaching from the Bank of America Academy, and access to extensive banking and investment solutions.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor focused on goals-based wealth management.

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
  • One year financial service experience
  • Prospecting and networking skills
  • Client needs assessment capability
  • Investment product knowledge

Nice-to-have

  • Entrepreneurial mindset for sourcing clients
  • Strong interpersonal relationship building
  • Ability to work collaboratively with partners
  • Experience in high-net-worth client services
  • Adaptability to new technology applications

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter