Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market

Bank of America Merrill Lynch

Aspen, CO, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
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Series 7 & 66 licenses required
Prospecting and networking skills
Investment products knowledge
** The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking aspiring Financial Advisors to help high-net-worth clients achieve their financial goals. The program emphasizes building relationships, delivering tailored investment solutions, and offers comprehensive training and mentoring for career growth. **

Job Summary

  • The program is designed for individuals seeking a career transition to become Financial Advisors working with high-net-worth clients.
  • Participants will receive world-class training, one-on-one coaching, and mentorship from award-winning leadership at Bank of America.
  • The role involves developing a book of business, sourcing prospective clients, and delivering comprehensive investment recommendations aligned with client goals.

Matching Summary

Match Score: 75

** The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking aspiring Financial Advisors to help high-net-worth clients achieve their financial goals. The program emphasizes building relationships, delivering tailored investment solutions, and offers comprehensive training and mentoring for career growth. **

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus: 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
  • Prospecting and networking skills
  • Investment products knowledge
  • Client needs assessment ability
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal skills
  • Collaborative team player
  • Adaptable to new technology
  • Emotional intelligence

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year financial services or sales experience
  • Minimum one year investments industry experience
  • Proven ability to meet or exceed sales goals

Work Rights

Not specified

Tailored Resume

Cover Letter