Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market
Bank of America (GHR)
Camp Hill, Pennsylvania, USA
Series 7 & 66 licenses
Financial services sales experience
Investment products knowledge
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
Job Summary
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations.
We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
We’ll help you build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
Matching Summary
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations.
Skills & Requirements
Must-have
Series 7 & 66 licenses
financial services sales experience
investment products knowledge
client relationship building
goal-oriented prospecting
performance-based compensation environment
Nice-to-have
adapt to new technology
entrepreneurial mindset
collaborative team player
strong follow-through skills
Key Requirements
Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum one year financial services/sales experience
Minimum one year investments industry experience
Proven ability to assess needs and recommend solutions