Merrill Advisor Development Program - Financial Advisor: Midtown Manhattan Market

Bank of America

New York, NY, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product knowledge
The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.
  • Candidates will receive world-class training, one-on-one coaching, and access to investment insights from Merrill coupled with Bank of America banking convenience.
  • The position requires balancing investment growth, referral activities, and administrative compliance while working in an in-office culture.

Matching Summary

The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits including paid time off

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client acquisition
  • Investment product knowledge
  • Client relationship building
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Strong communication skills
  • Adaptability to new technology
  • Diverse background perspective

Key Requirements

  • Series 7 & 66 (or 63 & 65) licenses
  • Minimum 1 year financial services experience
  • Minimum 1 year investments industry experience
  • Proven ability to meet sales goals

Work Rights

Not specified

Tailored Resume

Cover Letter