Financial Advisor – Merrill Advisor Development Program

🕒 March 25

🏢🏡 New York City – Hybrid

💵 $80k - $90k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

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Bank of America

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Bank of America is a leading global financial institution that provides a comprehensive range of banking, investment, and financial services to individuals, businesses, and institutions. Committed to responsible growth, the bank offers personal banking, small business support, wealth management services, and access to capital markets. With a focus on economic and social progress, Bank of America aims to drive sustainable finance, promote diversity, and support community development through various initiatives.

📋 Description

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations • Collaborate with and be mentored by Merrill Financial Advisor Teams • Develop a book of business to meet and exceed established performance hurdles • Prioritize sourcing prospective clients, capitalizing on referrals and executing customized solutions • Recommend investment products and services suitable for prospects • Organize and manage resources to run a productive practice • Complete mandated training, assessments 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 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 quickly build trust and credibility • 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 • Access to paid time off • Wellness programs • Resources and support to make an impact