Merrill Advisor Development Program - Financial Advisor: Mountain West Market

Bank of America Merrill Lynch

Spokane, WA, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
In-office
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
Bank of America Merrill Lynch is seeking candidates for its Merrill Advisor Development Program in Spokane, WA, aimed at aspiring Financial Advisors. The program offers training and mentorship to help individuals develop client relationships and investment strategies while building a book of business

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.
  • Candidates will receive world-class training and one-on-one coaching from award-winning leadership to build a successful career in wealth management.
  • The position offers a formulaic incentive plan where compensation is tied to performance against defined metrics alongside industry-leading benefits.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking candidates for its Merrill Advisor Development Program in Spokane, WA, aimed at aspiring Financial Advisors. The program offers training and mentorship to help individuals develop client relationships and investment strategies while building a book of business.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client acquisition
  • Investment product recommendations
  • Client relationship management
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Collaborative team player
  • Active listening skills
  • Adaptability to new technology

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum 1 year financial services or sales experience
  • Minimum 1 year investment industry experience
  • Proven ability to source clients through prospecting
  • SAFE Act registration eligibility

Work Rights

Not specified

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