The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors committed to goals-based wealth management
Job Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors committed to goals-based wealth management.
Role holders will develop a book of business by identifying needs, reviewing financial goals, and delivering comprehensive recommendations to high-net-worth clients.
Employees 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 to become Financial Advisors committed to 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 services experience
Investment products knowledge
Prospecting and networking skills
Sales environment goal achievement
Nice-to-have
Entrepreneurial mindset
Collaborative team player
Strong interpersonal skills
Adaptable to new technology
Emotional intelligence in client interactions
Key Requirements
Current Series 7 license
Current Series 66 license
Minimum 1 year financial service industry experience