Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market

Bank of America

Upper Arlington, OH, US
Base: $80,000.00 - $90,000.00 annualized salary; b...
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Develop a book of business
Source prospective clients
Recommend investment products
** The Merrill Advisor Development Program at Bank of America is seeking motivated individuals eager to transition into a Financial Advisor role, focusing on building client relationships and delivering tailored financial advice. The position emphasizes performance-based growth and offers mentorship and training to help candidates succeed in the financial services industry. **

Job Summary

  • As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
  • This position is subject to SAFE Act registration requirements.

Matching Summary

Match Score: 75

** The Merrill Advisor Development Program at Bank of America is seeking motivated individuals eager to transition into a Financial Advisor role, focusing on building client relationships and delivering tailored financial advice. The position emphasizes performance-based growth and offers mentorship and training to help candidates succeed in the financial services industry. **

Salary

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

Skills & Requirements

Must-have

  • Develop a book of business
  • Source prospective clients
  • Recommend investment products
  • Manage resources effectively
  • Seek expertise of specialists

Nice-to-have

  • Entrepreneurial mindset
  • Build trust and credibility
  • Collaborate with partners

Key Requirements

  • Series 7 & 66 licenses
  • 1+ year financial service/sales experience
  • 1+ year investments industry experience
  • Proven ability to engage and influence
  • Exceptional interpersonal skills
  • Effective communication skills
  • Proven ability to assess needs
  • Proven ability to work collaboratively
  • Proven ability to listen and probe
  • Goal and results oriented
  • Ability to work in performance-based compensation environment
  • Strong follow-through skills
  • Computer/technical literacy

Work Rights

Not specified

Tailored Resume

Cover Letter