Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market

Bank of America (GHR)

Baltimore, MD, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
One year financial services experience
Investment industry knowledge
The role involves developing a book of business and providing comprehensive financial recommendations to high-net-worth individuals

Job Summary

  • The role involves developing a book of business and providing comprehensive financial recommendations to high-net-worth individuals.
  • Candidates will receive world-class training and one-on-one coaching from the award-winning Academy at Bank of America.
  • This position offers a formulaic incentive plan where compensation is tied to performance against defined metrics.

Matching Summary

The role involves developing a book of business and providing comprehensive financial recommendations to high-net-worth individuals.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter