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Merrill Advisor Development Program - Financial Advisor: 5th Ave Market

GraduateNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 4 days ago

No clicks

The Merrill Advisor Development Program seeks a motivated Financial Advisor for the 5th Ave Market. Key responsibilities include providing comprehensive financial planning to high-net-worth clients, actively managing client relationships, and collaborating with a team to achieve client goals. Required skills encompass proficiency in financial planning tools such as Wealth Management Systems and Portfolio Management Systems. Applicants should possess a Bachelor's degree, and relevant experience in finance or a related field is preferred, though new graduates are also welcome. Previous sales, customer service, or financial planning experience would be beneficial. This is an entry-level role, suitable for junior candidates eager to launch their financial advising career, with a preference for candidates with an interest in or exposure to high-net-worth clients. Join a leading financial institution and gain invaluable training and mentorship to succeed in your career.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

Full Job Description

Merrill Advisor Development Program - Financial Advisor: 5th Ave Market

Compensation

Not specified

City: New York City

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

4 days ago

No clicks

at Bank of America Merrill Lynch

GraduateNo visa sponsorship

The Merrill Advisor Development Program seeks a motivated Financial Advisor for the 5th Ave Market. Key responsibilities include providing comprehensive financial planning to high-net-worth clients, actively managing client relationships, and collaborating with a team to achieve client goals. Required skills encompass proficiency in financial planning tools such as Wealth Management Systems and Portfolio Management Systems. Applicants should possess a Bachelor's degree, and relevant experience in finance or a related field is preferred, though new graduates are also welcome. Previous sales, customer service, or financial planning experience would be beneficial. This is an entry-level role, suitable for junior candidates eager to launch their financial advising career, with a preference for candidates with an interest in or exposure to high-net-worth clients. Join a leading financial institution and gain invaluable training and mentorship to succeed in your career.

Full Job Description