Merrill Financial Solutions Advisor (partially Licensed) – Mid-land Market

Bank of America Merrill Lynch

Bloomington, IL, United States
Base: $36.06 - $40.87 hourly; bonus/equity: formul...
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Finra securities industry essentials license
4+ years progressive professional experience
2+ years investments industry experience
** Bank of America Merrill Lynch is seeking a partially licensed Financial Solutions Advisor for their Bloomington, IL branch. The role involves working with high-net-worth clients to provide personalized wealth management and investment advice while participating in ongoing training to develop a sustainable book of business. **

Job Summary

  • This role is responsible for working with high-net worth clients in a Merrill branch to identify needs and develop relationships.
  • The position offers opportunities to pursue a career within the bank through the Advisor Development Program.
  • Employees are eligible for formulaic incentives based on performance against defined metrics and receive industry-leading benefits.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a partially licensed Financial Solutions Advisor for their Bloomington, IL branch. The role involves working with high-net-worth clients to provide personalized wealth management and investment advice while participating in ongoing training to develop a sustainable book of business. **

Salary

Base: $36.06 - $40.87 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • FINRA Securities Industry Essentials license
  • 4+ years progressive professional experience
  • 2+ years investments industry experience

Nice-to-have

  • Bachelor's degree in business-related field
  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor designation
  • Strong computer skills and multitasking ability
  • Proven lead generation experience

Key Requirements

  • Obtain Series 7 and 66 licenses within allotted program time
  • SAFE Act registration and background check compliance
  • Ability to obtain FINRA SIE certification

Work Rights

Not specified

Tailored Resume

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