Merrill Advisor Development Program - Financial Advisor: Wayne & Associates Market

Bank of America (GHR)

Wayne, New Jersey, USA
$80,000.00 - $90,000.00 annualized salary; formula...
Series 7 & 66 licenses
Financial services industry experience
Sales environment experience
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor

Job Summary

  • The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
  • As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Salary

$80,000.00 - $90,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Series 7 & 66 licenses
  • Financial services industry experience
  • Sales environment experience
  • Investment products and services knowledge
  • Client needs assessment
  • Develop a book of business

Nice-to-have

  • Entrepreneurial mindset
  • Build trust and credibility
  • Collaborative team player
  • Adapt to new technology
  • Culture driven and resilient

Key Requirements

  • Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Minimum one year financial services/sales experience
  • Minimum one year investments industry experience
  • Proven ability to engage and influence
  • Proven ability to assess needs and recommend solutions
  • Proven ability to work collaboratively
  • Proven ability to listen and probe
  • Goal and results oriented
  • Proven ability to source clients
  • Ability to work in performance-based compensation environment
  • Computer/technical literacy
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter