Advisor Development Program — Grow Your Financial Career

Bank of America; East Lansing (MI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

World-class training and onboarding

One-on-one coaching

Defined consultative approach

Job summary

A major financial institution is seeking candidates for the Advisor Development Program to transition into a Financial Advisor role. Responsibilities include managing relationships, identifying financial needs, and providing tailored recommendations. Applicants must hold Series 7 & 66 licenses and have at least one year in financial services or sales. A Bachelor's degree is preferred. This position promotes professional growth and offers extensive training in a collaborative environment focused on client success.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience working in the financial service or sales environment.
• Proven ability to engage with and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Collects client profile data following standard KYC procedures.
• Serves as interim Financial Advisor providing recommendations.

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

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A major financial institution is seeking candidates for the Advisor Development Program to transition into a Financial Advisor role. Responsibilities include managing relationships, identifying financial needs, and providing tailored recommendations. Applicants must hold Series 7 & 66 licenses and have at least one year in financial services or sales. A Bachelor's degree is preferred. This position promotes professional growth and offers extensive training in a collaborative environment focused on client success.