Wealth Advisor Development Program — Build Your Client Book

Bank of America Corporation; Säkylä; On-site; EUR 71,000 - 80,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking an Advisor Development Program participant for a career path to becoming a Financial Advisor. You will work with high-net-worth individuals, identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You will be mentored by Merrill Financial Advisor Teams to build experience and portfolio growth.

Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts.
• Documents all client interactions and opportunities within Salesforce accurately.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

Job description

Bank of America’s Merrill Wealth Management is seeking an Advisor Development Program participant for a career path to becoming a Financial Advisor. You will work with high-net-worth individuals, identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You will be mentored by Merrill Financial Advisor Teams to build experience and portfolio growth.