Merrill Advisor Development Program - Financial Advisor: San Francisco Market

Bank of America Merrill Lynch

San Francisco, CA, US
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
Prospecting and client sourcing
Investment product recommendations
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 and one-on-one coaching from the award-winning Academy at Bank of America to build their advisory practice.
  • The 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

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/Equity: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

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

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter