The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors helping clients pursue their life goals
Job Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors helping clients pursue their life goals.
Role responsibilities include developing a book of business, sourcing prospective clients, and delivering comprehensive investment recommendations aligned with client objectives.
Employees receive world-class training, one-on-one coaching from the Bank of America Academy, and access to extensive banking and investment solutions.
Matching Summary
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors helping clients pursue their life goals.
Salary
Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: 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
Investment products knowledge
Prospecting and networking skills
Client needs assessment capability
Nice-to-have
Entrepreneurial mindset
Strong interpersonal relationship skills
Collaborative team player
Adaptability to new technology
Goal-oriented performance focus
Key Requirements
Current Series 7 & 66 licenses
Minimum one year financial service industry experience