Merrill Advisor Development Program- Financial Advisor: Mid Land Market

As a Merrill Advisor Development Program - Financial Advisor, you will work with high-net worth individuals to identify their needs, develop relationships, review financial goals, and deliver comprehensive recommendations. You will collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience and promote portfolio growth.

What You Will Do

Develop a book of business, prioritize sourcing prospective clients, recommend investment products and services, balance investment growth and referral activities, and complete mandated training and assessments.

Why It Might Be a Fit

This role is ideal for individuals who are passionate about becoming a Financial Advisor and are looking for a career transition. You will have the opportunity to build a successful career at Bank of America through world-class training and on-boarding programs.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal)
• Proven ability to assess needs and recommend appropriate solutions/interventions
• Proven ability to work collaboratively on a team and with key partners
• Proven ability to listen and probe for clarity and understanding
• Goal and results oriented
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Ability to work in an environment where the majority of your compensation is tied to your performance
• Strong follow-through skills
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Benefits

• industry-leading benefits
• paid time off
• resources and support
• formulaic incentive plan
• annualized salary $80,000.00 - $90,000.00