Merrill Advisor Development Program - Financial Advisor: Providence Market

Bank of America (GHR)

Providence, RI, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product knowledge
The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.
  • Candidates will receive world-class training, one-on-one coaching, and mentorship from award-winning leadership to build a successful career.
  • The position offers an annualized salary range of $80,000.00 to $90,000.00 with eligibility for formulaic incentives based on performance metrics.

Matching Summary

The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.

Salary

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client acquisition
  • Investment product knowledge
  • Client relationship management
  • Sales performance goals

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Active listening skills
  • Collaborative team approach
  • Adaptability to new technology

Key Requirements

  • Current Series 7 license
  • Current Series 66 license
  • One year financial services experience
  • One year investments industry experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

Cover Letter