Merrill Financial Solutions Advisor (partially Licensed)- Sd Financial Market

Bank of America

New York, NY, United States
Base: $36.06 - $40.87 hourly; bonus/equity: formul...
Series 7 and 66 license acquisition
4+ years professional experience
2+ years investments industry experience
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their financial goals

Job Summary

  • This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their financial goals.
  • The position offers a structured Advisor Development Program journey providing training, mentorship, and a clear path to becoming an independent financial advisor.
  • Employees benefit from a strong referral network, ongoing professional development, and access to leadership opportunities including leading client seminars.

Matching Summary

This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their financial goals.

Salary

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

Skills & Requirements

Must-have

  • Series 7 and 66 license acquisition
  • 4+ years professional experience
  • 2+ years investments industry experience
  • FINRA SIE certification current
  • High net worth client relationship building

Nice-to-have

  • Bachelor's degree in business field
  • CFP or CRPC professional designations
  • Insurance licenses held
  • Proven sales performance history
  • Strong computer and multitasking skills

Key Requirements

  • Current FINRA Securities Industry Essentials (SIE) license
  • Ability to obtain Series 7 and 66 licenses
  • 4+ years progressive professional or military experience
  • 2+ years experience in the investments industry
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter