Merrill Advisor Development Program- Financial Advisor: Mid Land Market

Bank of America Merrill Lynch

Bloomington, IL, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
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Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
** The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks individuals aiming to become Financial Advisors, focusing on building relationships with high-net-worth clients and providing tailored financial advice. The position emphasizes in-office attendance and offers robust training and support to ensure career success in wealth management. **

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 and one-on-one coaching from the award-winning Academy at Bank of America to build their advisory practice.
  • This position offers an annualized salary range of $80,000.00 to $90,000.00 with eligibility for formulaic incentives based on performance metrics.

Matching Summary

Match Score: 75

** The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks individuals aiming to become Financial Advisors, focusing on building relationships with high-net-worth clients and providing tailored financial advice. The position emphasizes in-office attendance and offers robust training and support to ensure career success in wealth management. **

Salary

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client acquisition
  • Investment product recommendations
  • Client relationship management
  • Sales performance goals

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal skills
  • Collaborative team player
  • Consultative approach to sales
  • Adaptability to new technology

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum 1 year financial services experience
  • Minimum 1 year investments industry experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

Cover Letter