Merrill Financial Solutions Advisor (partially Licensed) – Mid-land Market

Bank of America

Bloomington, IL, United States
Base: $36.06 - $40.87 hourly; bonus/equity: formul...
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4+ years professional experience
2+ years investments industry experience
Ability to obtain series 7 and 66 licenses
** Bank of America is seeking a Merrill Financial Solutions Advisor (partially licensed) for their Bloomington, IL location. The role involves building relationships with high-net-worth clients, providing tailored investment advice, and participating in an advisor development program. **

Job Summary

  • This role is responsible for working with high-net worth clients in a Merrill branch to identify needs and develop relationships.
  • The position involves leveraging technology to achieve business growth goals and building a sustainable book of business.
  • Employees are eligible for formulaic incentives based on performance against defined metrics and receive industry-leading benefits.

Matching Summary

Match Score: 75

** Bank of America is seeking a Merrill Financial Solutions Advisor (partially licensed) for their Bloomington, IL location. The role involves building relationships with high-net-worth clients, providing tailored investment advice, and participating in an advisor development program. **

Salary

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

Skills & Requirements

Must-have

  • 4+ years professional experience
  • 2+ years investments industry experience
  • Ability to obtain Series 7 and 66 licenses

Nice-to-have

  • Bachelor's degree in business field
  • Experience in financial service sales
  • Proven lead generation ability

Key Requirements

  • FINRA Securities Industry Essentials (SIE) license
  • Series 7 and 66 licenses within program time
  • SAFE Act registration for mortgage loan originations

Work Rights

Not specified

Tailored Resume

Cover Letter