Merrill Advisor Development Program - Financial Advisor: Park Ave Market

Merrill Wealth Management

New York, NY, United States
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become a Financial Advisor specializing in goals-based wealth management

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become a Financial Advisor specializing in goals-based wealth management.
  • Role holders will develop a book of business by identifying client needs, delivering comprehensive recommendations, and collaborating with internal specialists.
  • Employees receive world-class training through the Bank of America Academy and have access to industry-leading benefits including formulaic incentive plans.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become a Financial Advisor specializing in goals-based wealth management.

Salary

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Investment products knowledge
  • Prospecting and networking skills
  • Sales environment goal achievement

Nice-to-have

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

Key Requirements

  • Series 7 license
  • Series 66 license
  • Minimum one year financial service experience
  • Minimum one year investments industry experience
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter