Merrill Advisor Development Program - Financial Advisor: Princeton Bucks County Market

Bank of America (GHR)

Princeton, NJ, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
In-office with flexible attendance based on role-specific considerations.
Series 7 & 66 licenses required
One year financial services experience
Investment industry knowledge
The Merrill Advisor Development Program at Bank of America seeks individuals passionate about becoming Financial Advisors, focusing on building relationships with high-net-worth clients and providing tailored financial advice. The program emphasizes a supportive in-office culture with opportunities for personal growth and development

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client life goals.
  • Employees receive world-class training, one-on-one coaching from the Academy at Bank of America, and access to extensive banking and investment solutions.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America seeks individuals passionate about becoming Financial Advisors, focusing on building relationships with high-net-worth clients and providing tailored financial advice. The program emphasizes a supportive in-office culture with opportunities for personal growth and development.

Salary

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Investment industry knowledge
  • Prospecting and networking skills
  • Sales environment goal achievement

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal relationship skills
  • Ability to work collaboratively with partners
  • Adaptability to new technology
  • Exceptional communication abilities

Key Requirements

  • Current Series 7 license
  • Current Series 66 license
  • Minimum one year financial service experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

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