Merrill Advisor Development Program - Financial Advisor: Park Ave Market

Bank of America

New York, NY, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year financial services experience
Investment industry knowledge and training
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors focused on goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors focused on goals-based wealth management.
  • Participants will develop a book of business by identifying client needs, recommending suitable investment products, and collaborating with internal specialists.
  • The role offers world-class training, one-on-one coaching from the Academy at Bank of America, and a formulaic incentive plan based on performance metrics.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors focused on goals-based wealth management.

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

Nice-to-have

  • Entrepreneurial mindset for sourcing clients
  • Strong interpersonal and communication skills
  • Ability to work collaboratively with partners
  • Experience in high-net-worth client interactions
  • Adaptability to new technology applications

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year financial service experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter