Merrill Advisor Development Program - Financial Advisor: Minnesota Market

Bank of America

Wayzata, MN, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
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Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
** Bank of America is seeking candidates for its Merrill Advisor Development Program in Wayzata, MN, aimed at individuals eager to transition into a career as a Financial Advisor. The role involves building client relationships, assessing financial goals, and providing tailored investment advice while participating in comprehensive training and support. **

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.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client life goals.
  • Candidates will 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: 75

** Bank of America is seeking candidates for its Merrill Advisor Development Program in Wayzata, MN, aimed at individuals eager to transition into a career as a Financial Advisor. The role involves building client relationships, assessing financial goals, and providing tailored investment advice while participating in comprehensive training and support. **

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus: Formulaic incentive eligible based on performance metrics; 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 capability
  • Investment product knowledge

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Collaborative team player
  • Active listening skills
  • Adaptability to new technology

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum 1 year in financial services or sales
  • Minimum 1 year in investments industry
  • Proven ability to meet performance hurdles
  • SAFE Act registration eligibility

Work Rights

Not specified

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