Merrill Advisor Development Program - Financial Advisor: Long Island East Market

Bank of America

Melville, NY, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
In-office (specific attendance requirements apply)
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
The Merrill Advisor Development Program at Bank of America seeks individuals passionate about becoming Financial Advisors, focusing on building relationships with high-net-worth clients. Candidates should possess relevant financial licenses and experience in the financial services industry, with a strong emphasis on sales and client engagement

Job Summary

  • The Merrill Advisor Development Program is designed for individuals excited to make a career transition and become a Financial Advisor.
  • Role holders will be responsible for developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth clients.
  • Employees receive world-class training, one-on-one coaching from award-winning Academy leaders, and access to Bank of America's extensive banking and investment solutions.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America seeks individuals passionate about becoming Financial Advisors, focusing on building relationships with high-net-worth clients. Candidates should possess relevant financial licenses and experience in the financial services industry, with a strong emphasis on sales and client engagement.

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
  • Investment product knowledge
  • Client relationship building

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Adaptable to new technology
  • Strong communication skills
  • Goal-oriented approach

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 eligibility

Work Rights

Not specified

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