Merrill Advisor Development Program - Financial Advisor: Sacramento Market

Bank of America (GHR)

Sacramento, CA, USA
Base: $80,000.00 - $90,000.00 annualized salary; b...
Onsite
Series 7 & 66 licenses
Financial service sales experience
Investment product knowledge
Merrill Wealth Management specializes in goals-based wealth management, offering comprehensive advice and investment products

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, offering comprehensive advice and investment products.
  • The Advisor Development Program is designed for individuals passionate about becoming Financial Advisors, with a focus on building a book of business and client relationships.
  • Bank of America provides world-class training, on-boarding programs, and one-on-one coaching to support career growth within the company.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, offering comprehensive advice and investment products.

Salary

Base: $80,000.00 - $90,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Series 7 & 66 licenses
  • Financial service sales experience
  • Investment product knowledge
  • Client relationship building
  • Goal and results oriented
  • Computer/technical literacy

Nice-to-have

  • Entrepreneurial client sourcing
  • Adapt to new technology
  • Interpersonal skills
  • Emotional intelligence
  • Collaborative team player

Key Requirements

  • Series 7 & 66 (63 & 65) licenses
  • Minimum one year financial service/sales experience
  • Minimum one year investment industry experience
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter