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 responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client life goals.
• Candidates will receive world-class training, one-on-one coaching from the Academy at Bank of America, and access to extensive banking and investment solutions.

Matching Summary

Salary

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

Skills & Requirements

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 eligibility

Work Rights