Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market

Merrill Wealth Management / Bank of America

Fairfield, CT, US
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 Financial Advisors serving high-net-worth clients

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.
  • Employees receive world-class training, one-on-one coaching from the Bank of America Academy, and access to comprehensive investment insights.
  • The role offers an annualized salary range of $80,000.00 to $90,000.00 with eligibility for formulaic incentive plans based on performance metrics.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance; 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
  • Strong interpersonal relationship skills
  • Ability to work collaboratively on a team
  • Active listening and probing clarity
  • Emotional intelligence in client interactions

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year financial service industry experience
  • Minimum one year investments industry experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

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