Aspiring Financial Advisor – Advisor Development Program

Bank of America Corporation

Village of Lynbrook (NY)

On-site

USD 55,000 - 90,000

Full time

3 days ago

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Job summary

Bank of America’s Merrill Advisor Development Program seeks a Financial Advisor to identify client needs, develop relationships, and deliver comprehensive financial guidance. You will be mentored by Merrill Advisor Teams to grow portfolio opportunities and advance through a structured development path.

You will collaborate with banking and investment partners to provide end-to-end advice, building trust with high-net-worth clients while meeting regulatory and performance goals in an in-office

Qualifications

Current Series 7 & 66 licenses (63 & 65 in lieu of 66)
Minimum 1 year in financial services or sales with goals achieved
Experience in investments industry and investment products/services
Strong communication and relationship-building skills
Ability to source clients through prospecting and networking

Responsibilities

Handle inbound inquiries regarding Merrill offerings
Position Merrill/Bank of America capabilities to clients
Collect client profile data and open accounts per KYC procedures
Provide investment recommendations aligned with client goals and risk profile
Document client interactions and opportunities in Salesforce

Skills

Series 7

Series 66

Sales experience

Interpersonal skills

Microsoft Word

PowerPoint

Excel

Education

High School Diploma / GED

Bachelor’s degree (Desirable)

Tools

Salesforce

Microsoft Office

Job description

You will collaborate with banking and investment partners to provide end-to-end advice, building trust with high-net-worth clients while meeting regulatory and performance goals in an in-office

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