Merrill Advisor Development Program - Financial Advisor: Minnesota Market

Bank of America (GHR)

Wayzata, MN, US
Base: $80,000.00 - $90,000.00 annualized salary; b...
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Develop a book of business
Source prospective clients and capitalize on referrals
Recommend investment products and services
** The Merrill Advisor Development Program at Bank of America seeks motivated individuals in Minnesota to become Financial Advisors. The role emphasizes relationship-building and comprehensive wealth management, requiring candidates to have relevant licenses and sales experience in the financial services industry. **

Job Summary

  • The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
  • 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’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

Match Score: 75

** The Merrill Advisor Development Program at Bank of America seeks motivated individuals in Minnesota to become Financial Advisors. The role emphasizes relationship-building and comprehensive wealth management, requiring candidates to have relevant licenses and sales experience in the financial services industry. **

Salary

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

Skills & Requirements

Must-have

  • Develop a book of business
  • Source prospective clients and capitalize on referrals
  • Recommend investment products and services
  • Collaborate with core banking and investment partners
  • Handle inbound inquiries from leads
  • Document client interactions in Salesforce

Nice-to-have

  • Entrepreneurial mindset
  • Goal and results oriented
  • Build trust and credibility
  • Assess needs and recommend solutions

Key Requirements

  • Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Minimum of one year experience in financial service or sales
  • Minimum of one year experience in investments industry
  • Proven ability to engage and influence others
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • Proven ability to work collaboratively on a team
  • Ability to work in performance-based compensation environment
  • Computer/technical literacy and proficiency in Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

Cover Letter