Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market

Bank of America

Boston, MA, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor with a focus on goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor with a focus on goals-based wealth management.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client life goals.
  • Candidates will receive world-class training, one-on-one coaching from the Academy at Bank of America, and access to extensive banking and investment solutions.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor with a focus on goals-based wealth management.

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 and support resources

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Prospecting and networking skills
  • Client needs assessment capability
  • Investment product knowledge

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal skills
  • Collaborative team player
  • Adaptability to new technology
  • Emotional intelligence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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