Merrill Financial Solutions Advisor (partially Licensed) – Red Bank Market

Bank of America (GHR)

Red Bank, NJ, US
Base: $36.06 - $40.87 hourly; bonus/equity: formul...
**
4+ years progressive professional experience
2+ years investments industry experience
Finra securities industry essentials (sie) license
** The Merrill Financial Solutions Advisor position at Bank of America is designed for individuals looking to transition into a financial advisory role, focusing on building relationships with high-net-worth clients and developing personalized investment strategies. Candidates should have relevant financial experience and be prepared to achieve necessary licenses while working in a structured office environment that values diversity and collaboration. **

Job Summary

  • This role is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm.
  • The position involves identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with clients' goals.
  • Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions based on performance against defined metrics.

Matching Summary

Match Score: 75

** The Merrill Financial Solutions Advisor position at Bank of America is designed for individuals looking to transition into a financial advisory role, focusing on building relationships with high-net-worth clients and developing personalized investment strategies. Candidates should have relevant financial experience and be prepared to achieve necessary licenses while working in a structured office environment that values diversity and collaboration. **

Salary

Base: $36.06 - $40.87 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits including paid time off

Skills & Requirements

Must-have

  • 4+ years progressive professional experience
  • 2+ years investments industry experience
  • FINRA Securities Industry Essentials (SIE) license

Nice-to-have

  • Bachelor's degree in business-related field
  • Proven ability to partner and promote lead generation
  • Experience balancing investment management and sales activities

Key Requirements

  • Ability to obtain Series 7 and 66 licenses within allotted program time
  • SAFE Act registration requirements for residential mortgage loan originations
  • Self-starter who efficiently manages time and capacity

Work Rights

Not specified

Tailored Resume

Cover Letter