In-office (specific requirements for office-based attendance with flexibility based on role)
Series 7 & 66 licenses required
Prospecting and networking skills
Investment products knowledge
The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking individuals passionate about transitioning to a financial advisor role, focusing on building relationships with high-net-worth clients. Candidates must possess financial industry experience and relevant licenses, with an emphasis on interpersonal skills and the ability to source clients effectively
Job Summary
The role involves developing a book of business and providing comprehensive financial 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.
The position offers a formulaic incentive plan with earnings tied to performance against defined metrics.
Matching Summary
Match Score: 85
The Merrill Advisor Development Program at Bank of America Merrill Lynch is seeking individuals passionate about transitioning to a financial advisor role, focusing on building relationships with high-net-worth clients. Candidates must possess financial industry experience and relevant licenses, with an emphasis on interpersonal skills and the ability to source clients effectively.
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
Investment products knowledge
Client needs assessment
Sales environment experience
Nice-to-have
Entrepreneurial mindset
Emotional intelligence
Collaborative team player
Active listening skills
Adaptable to new technology
Key Requirements
Current Series 7 & 66 (or 63/65) licenses
Minimum 1 year financial services or sales experience
Minimum 1 year investments industry experience
Proven ability to source clients through prospecting
Ability to work in performance-based compensation environment