Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market

Bank of America (GHR)

San Jose, California, USA
Base: $80,000.00 - $90,000.00 annualized salary; b...
Series 7 & 66 licenses
Financial service industry experience
Sales environment experience
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • 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 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.

Matching Summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

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 service industry experience
  • sales environment experience
  • investment products and services knowledge
  • client needs assessment
  • computer/technical proficiency

Nice-to-have

  • entrepreneurial mindset
  • adapt to new technology
  • work collaboratively
  • build trust and credibility
  • interpersonal and relationship building skills

Key Requirements

  • Series 7 & 66 licenses
  • Minimum one year financial service/sales experience
  • Minimum one year investment 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
  • Goal and results oriented
  • Entrepreneurial mindset
  • Ability to work in performance-based compensation environment
  • Strong follow-through skills
  • Computer/technical literacy

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter