Merrill Advisor Development Program - Financial Advisor: Pasadena Central Valley Market

Bank of America (GHR)

Pasadena, US
Base: $80,000.00 - $90,000.00 annualized salary; b...
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 that align with the goals of both existing and prospective clients

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 that align with the goals of both existing and prospective clients.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
  • The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

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 that align with the goals of both existing and prospective clients.

Salary

Base: $80,000.00 - $90,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Series 7 & 66 licenses
  • Financial services sales experience
  • Investment products knowledge
  • Client relationship building
  • Goal and results oriented

Nice-to-have

  • Entrepreneurial mindset
  • Adapt to new technology
  • Collaborative team player
  • Interpersonal skills

Key Requirements

  • Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Minimum one year financial service/sales experience
  • Minimum one year investments industry experience
  • Proven ability to engage and influence
  • Proven ability to assess needs and recommend solutions
  • Proven ability to work collaboratively
  • Proven ability to listen and probe
  • Computer/technical literacy

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter