Merrill Advisor Development Program- Financial Advisor: Palo Alto Market

Bank of America

Palo Alto, CA, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.
  • Employees receive world-class training, one-on-one coaching from award-winning Academy leaders, and access to comprehensive banking and investment solutions.
  • The role offers a formulaic incentive plan where compensation is tied to performance against defined metrics alongside industry-leading benefits.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.

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
  • Prospecting and networking skills
  • Client needs assessment capabilities
  • Investment product knowledge
  • Sales environment goal orientation

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Collaborative team player
  • Adaptability to new technology
  • Strong interpersonal skills
  • Consultative approach expertise

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in financial services or sales
  • Minimum one year in investments industry
  • Proven ability to meet sales goals
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

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