Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market

Bank of America Merrill Lynch

Boston, MA, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
Prospecting and networking skills
Client needs assessment capabilities
The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth individuals

Job Summary

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

Matching Summary

The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth individuals.

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 networking skills
  • Client needs assessment capabilities
  • Investment product knowledge
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Emotional intelligence
  • Collaborative team player
  • Adaptable to new technology
  • Strong interpersonal skills

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum 1 year financial services or sales experience
  • Minimum 1 year investments industry experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter