Advisor Development Program — Grow Your Financial Career

Bank of America; Muskegon (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Collaborative work environment

Job summary

A leading financial institution is seeking a Financial Advisor to join their Advisor Development Program in Muskegon, Michigan. This role focuses on working with high-net-worth clients to provide personalized financial advice and recommendations. The ideal candidate will have experience in finance, hold required licenses, and demonstrate exceptional interpersonal skills. The position offers comprehensive training, coaching, and a dynamic work environment aimed at empowering employees. A commitment to performance-driven results is essential.

Qualifications

• Must hold Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum one year of experience in financial services or sales.
• Strong communication and interpersonal skills.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Collect client profile data following KYC procedures.
• Provide financial recommendations suitable for clients.

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 or equivalent experience

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A leading financial institution is seeking a Financial Advisor to join their Advisor Development Program in Muskegon, Michigan. This role focuses on working with high-net-worth clients to provide personalized financial advice and recommendations. The ideal candidate will have experience in finance, hold required licenses, and demonstrate exceptional interpersonal skills. The position offers comprehensive training, coaching, and a dynamic work environment aimed at empowering employees. A commitment to performance-driven results is essential.