Fast-Track Financial Advisor Development Program

Bank of America Corporation; Dallas (TX); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Bank of America’s Merrill Wealth Management seeks a candidate for the Advisor Development Program to become a Financial Advisor. You'll work with high-net-worth individuals to identify needs, develop relationships, review goals, and deliver comprehensive recommendations with mentorship from Merrill Advisor Teams.

You'll gain world-class training through Bank of America's Academy, build client relationships, and grow your business using a defined consultative approach, with performance-based

Formación

• Current holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year in financial services or sales with goals met or exceeded.
• Minimum of one year experience in the investments industry and training.
• Excellent communication and relationship-building skills.

Responsabilidades

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects client profile data following standard KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor, providing recommendations suited to prospects and clients.
• Documents all client interactions and opportunities within Salesforce accurately.

Conocimientos

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Investments Management

Educación

Bachelor's degree

Herramientas

Microsoft Word

PowerPoint

Excel

Descripción del empleo

Bank of America’s Merrill Wealth Management seeks a candidate for the Advisor Development Program to become a Financial Advisor. You'll work with high-net-worth individuals to identify needs, develop relationships, review goals, and deliver comprehensive recommendations with mentorship from Merrill Advisor Teams.

You'll gain world-class training through Bank of America's Academy, build client relationships, and grow your business using a defined consultative approach, with performance-based