Merrill Advisor Development Program - Financial Advisor: Western Ny Market

Merrill Wealth Management

Buffalo, NY, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals excited to make a career transition and become a Financial Advisor

Job Summary

  • The Merrill Advisor Development Program is designed for individuals excited to make a career transition and become a Financial Advisor.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client goals.
  • Employees receive world-class training, one-on-one coaching from the Academy at Bank of America, and access to industry-leading benefits.

Matching Summary

The Merrill Advisor Development Program is designed for individuals excited to make a career transition and become a Financial Advisor.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal skills
  • Collaborative team player
  • Goal and results oriented
  • Adaptable to new technology

Key Requirements

  • Series 7 license
  • Series 66 license
  • Minimum one year financial service experience
  • Minimum one year investments industry experience

Work Rights

Not specified

Tailored Resume

Cover Letter