Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market

Bank of America Merrill Lynch

Greater Kansas City, US
Not specified; compensation tied to performance
**
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
** Bank of America Merrill Lynch is seeking candidates for their Merrill Advisor Development Program as Financial Advisors in the Greater Kansas City area. The program focuses on cultivating relationships with high-net-worth individuals while providing comprehensive wealth management solutions. **

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 a successful career.
  • The position requires balancing investment growth, referral activities, and administrative compliance while collaborating with internal specialists to meet client goals.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking candidates for their Merrill Advisor Development Program as Financial Advisors in the Greater Kansas City area. The program focuses on cultivating relationships with high-net-worth individuals while providing comprehensive wealth management solutions. **

Salary

Not specified; Compensation tied to performance

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
  • Adaptable to new technology
  • Diverse background perspective

Key Requirements

  • Current Series 7 license
  • Current Series 66 license
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter