Advisor Development Program: Launch Your Wealth Management Career

Bank of America; Deer Park (IL); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Formulaic incentive plan

Job summary

A global financial services leader is looking for a Financial Advisor in Deer Park, IL. The role emphasizes the development of client relationships, identifying financial needs, and delivering tailored investment recommendations. Candidates should have a Series 7 & 66 license and at least one year of experience in finance or sales. This position offers a competitive salary ranging from $80,000 to $90,000 annually, along with extensive training and various employee benefits.

Qualifications

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

Responsibilities

• Develop relationships with high-net-worth individuals.
• Identify client needs and deliver comprehensive recommendations.
• Handle inbound inquiries regarding Merrill offerings.

Skills

Business Acumen

Client Solutions Advisory

Analytical Thinking

Client Experience Branding

Risk Management

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A global financial services leader is looking for a Financial Advisor in Deer Park, IL. The role emphasizes the development of client relationships, identifying financial needs, and delivering tailored investment recommendations. Candidates should have a Series 7 & 66 license and at least one year of experience in finance or sales. This position offers a competitive salary ranging from $80,000 to $90,000 annually, along with extensive training and various employee benefits.