Financial Advisor Development Program – Growth & Impact

Bank of America; New Canaan; On-site; PHP 5,025,000 - 5,653,000; Full time

Benefits offered by this job

Incentive plan

Benefits eligible

Job summary

Bank of America Merrill Wealth Management seeks a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth individuals, identifying needs, developing relationships, and delivering comprehensive recommendations aligned with clients' goals. You will be mentored by Merrill Financial Advisor Teams to grow your portfolio.

The role offers training, coaching, and opportunities to collaborate with banking and investment partners; requires Series 7/66 licenses, sales

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Minimum of one year experience 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

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings
• 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

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

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Wealth Management seeks a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth individuals, identifying needs, developing relationships, and delivering comprehensive recommendations aligned with clients' goals. You will be mentored by Merrill Financial Advisor Teams to grow your portfolio.

The role offers training, coaching, and opportunities to collaborate with banking and investment partners; requires Series 7/66 licenses, sales