Merrill Advisor Development Program - Financial Advisor: Long Island East Market

Merrill Wealth Management

Melville, NY, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.
  • Employees receive world-class training, one-on-one coaching from award-winning Academy staff, and access to Bank of America's comprehensive banking and investment solutions.
  • The role offers a formulaic incentive plan with compensation tied to performance metrics alongside industry-leading benefits and paid time off.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.

Salary

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Prospecting and networking skills
  • Investment products knowledge
  • Client needs assessment capability

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Strong interpersonal skills
  • Adaptable to new technology
  • Goal-oriented performance focus

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year financial service experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter