Merrill Advisor Development Program - Financial Advisor: Wellesley Market

Bank of America

Burlington, MA, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals

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 at Bank of America.
  • The position offers a formulaic incentive plan where compensation is tied to performance against defined metrics alongside industry-leading benefits.

Matching Summary

The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus: 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 acquisition
  • Investment product recommendations
  • Client relationship management
  • 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 (or 63/65) licenses
  • Minimum 1 year financial services or sales experience
  • Minimum 1 year investment industry experience
  • Proven ability to meet sales goals
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter