Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market

Bank of America (GHR)

Annapolis, MD, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
In-office (specific office attendance required)
Series 7 & 66 licenses required
One year financial services experience
Investment product knowledge
The Merrill Advisor Development Program at Bank of America seeks candidates for the Financial Advisor role in the Greater Maryland Market. This program is designed for individuals eager to transition into financial advising, focusing on building relationships with high-net-worth clients and delivering personalized financial solutions

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive 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 to build their career.
  • The position offers a formulaic incentive plan where compensation is tied to performance against defined metrics alongside industry-leading benefits.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America seeks candidates for the Financial Advisor role in the Greater Maryland Market. This program is designed for individuals eager to transition into financial advising, focusing on building relationships with high-net-worth clients and delivering personalized financial solutions.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: 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 product knowledge
  • Prospecting and networking skills
  • Client needs assessment

Nice-to-have

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

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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