Merrill Advisor Development Program - Financial Advisor: East Bay Market

Bank of America (GHR)

Napa, CA, US
Base: $80,000.00 - $90,000.00; bonus/equity: formu...
Develop a book of business
Source prospective clients
Recommend investment products
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor

Job Summary

  • The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
  • As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Salary

Base: $80,000.00 - $90,000.00; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Develop a book of business
  • Source prospective clients
  • Recommend investment products
  • Manage client relationships
  • In-office culture attendance

Nice-to-have

  • Entrepreneurial mindset
  • Collaborate with partners
  • Adapt to new technology
  • Build trust and credibility

Key Requirements

  • Series 7 & 66 licenses
  • Minimum one year financial services/sales experience
  • Minimum one year investments industry experience
  • Proven ability to engage and influence
  • Proven ability to assess needs
  • Proven ability to work collaboratively

Work Rights

Not specified

Tailored Resume

Cover Letter