Merrill Advisor Development Program - Financial Advisor: Ny Capital/central Ny Market

Bank of America (GHR)

Albany, NY, USA
$80,000.00 - $90,000.00 annualized salary; formula...
Series 7 & 66 licenses
Financial service sales experience
Investment products knowledge
Merrill Wealth Management specializes in goals-based wealth management, offering comprehensive investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, offering comprehensive investment products and services for individuals, companies, and institutions.
  • The Advisor Development Program is designed for individuals transitioning into a Financial Advisor career, focusing on building client relationships, developing business, and delivering recommendations.
  • The company offers world-class training, on-boarding programs, and one-on-one coaching through the Academy at Bank of America to support career success.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, offering comprehensive investment products and services for individuals, companies, and institutions.

Salary

$80,000.00 - $90,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Series 7 & 66 licenses
  • Financial service sales experience
  • Investment products knowledge
  • Client needs assessment
  • Goal-oriented prospecting

Nice-to-have

  • Entrepreneurial mindset
  • Interpersonal relationship building
  • Adaptability to new technology
  • Collaborative team player

Key Requirements

  • Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Minimum 1 year financial service/sales experience
  • Minimum 1 year investments industry experience
  • Proven ability to engage and influence
  • Proven ability to assess needs and recommend solutions
  • Proven ability to work collaboratively
  • Proven ability to listen and probe
  • Proven ability to source clients
  • Ability to work in performance-based compensation environment
  • Computer/technical literacy

Work Rights

Not specified

Tailored Resume

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