Merrill Advisor Development Program - Financial Advisor: Southern Ct Market

Bank of America Merrill Lynch

Darien, CT, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
In-office
Series 7 & 66 licenses required
Prospecting and client sourcing
Investment product recommendations
Bank of America Merrill Lynch is seeking candidates for its Merrill Advisor Development Program in Southern Connecticut, aimed at aspiring Financial Advisors. The program emphasizes client relationship building, investment strategy recommendations, and comprehensive wealth management services

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, one-on-one coaching, and mentorship from award-winning leadership to build a successful career.
  • The position offers a formulaic incentive plan where compensation is tied to performance against defined metrics alongside industry-leading benefits.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking candidates for its Merrill Advisor Development Program in Southern Connecticut, aimed at aspiring Financial Advisors. The program emphasizes client relationship building, investment strategy recommendations, and comprehensive wealth management services.

Salary

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client sourcing
  • Investment product recommendations
  • Client relationship building
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Active listening skills
  • Collaborative team player
  • Adaptable to new technology

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum 1 year financial services experience
  • Minimum 1 year investment industry knowledge
  • Proven ability to meet sales goals
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

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