Bank of America

Financial Advisor – Merrill Advisor Development Program

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: Wellesley Hills • Massachusetts • United States

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Salary

💰 $80,000 - $90,000 per year

Job Level

Junior

About the role

  • Work with high-net worth individuals identifying needs
  • Develop relationships, reviewing financial goals
  • Deliver comprehensive recommendations that align with clients' goals
  • Collaborate and be mentored by Merrill Financial Advisor Teams
  • Complete mandated training, assessments, performance goals and continuing education requirements

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
  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
Benefits
  • Industry-leading benefits
  • Access to paid time off
  • Resources and support to impact the community
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
interpersonal skillsrelationship buildingcommunication skills
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license