Merrill Advisor Development Program - Financial Advisor: East Bay Market

Bank of America Merrill Lynch

Napa, CA, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
In-office with flexibility based on role-specific considerations.
Series 7 & 66 licenses required
Prospecting and client sourcing
Investment product recommendations
The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks motivated individuals to become Financial Advisors in the East Bay Market, focusing on building relationships with high-net-worth clients. Candidates must possess relevant licenses and experience in financial services, along with strong interpersonal and communication skills

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 award-winning leadership to build a successful career in wealth management.
  • The position offers a formulaic incentive plan where compensation is tied to performance against defined metrics alongside industry-leading benefits.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks motivated individuals to become Financial Advisors in the East Bay Market, focusing on building relationships with high-net-worth clients. Candidates must possess relevant licenses and experience in financial services, along with strong interpersonal and communication skills.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus: 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
  • Strong interpersonal skills
  • Collaborative team player
  • Goal-oriented approach
  • Adaptability to new technology

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • Proven ability to meet sales goals
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

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