Aspiring Wealth Advisor – Development Program

Bank of America; Myrtle Beach (SC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Defined consultative approach to client needs

Job summary

A leading financial services company seeks a Financial Advisor to join their Merrill Advisor Development Program. This role focuses on building relationships with high-net-worth individuals, providing investment advice and comprehensive recommendations to help clients achieve their financial goals. The position emphasizes in-office collaboration and includes access to extensive training and support, allowing new advisors to succeed in their careers. Ideal candidates are entrepreneurial in nature, possess strong interpersonal skills and are results-oriented.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services.
• Proven ability to engage and influence others.

Responsibilities

• Handles inbound inquiries regarding Merrill offerings.
• Documents all client interactions accurately in Salesforce.
• Serves as interim Financial Advisor for client accounts.

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

Series 7 & 66 licenses (or equivalent)

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services company seeks a Financial Advisor to join their Merrill Advisor Development Program. This role focuses on building relationships with high-net-worth individuals, providing investment advice and comprehensive recommendations to help clients achieve their financial goals. The position emphasizes in-office collaboration and includes access to extensive training and support, allowing new advisors to succeed in their careers. Ideal candidates are entrepreneurial in nature, possess strong interpersonal skills and are results-oriented.