Financial Advisor Development Program: Build Wealth

Bank of America Corporation

New York (NY)

On-site

USD 80,000 - 90,000

Full time

4 days ago

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Job summary

Merrill Advisor Development Program – Financial Advisor at Bank of America in New York seeks individuals to build relationships with high-net-worth clients, identify needs, and deliver comprehensive recommendations aligned with client goals. You will be mentored by Merrill Financial Advisor Teams to grow your portfolio and career.

Responsibilities include handling inquiries, showcasing Merrill/BofA capabilities, maintaining client data and KYC, and serving clients with tailored investment

Qualifications

Requires Series 7 & 66 licenses (63 & 65 in lieu of 66)
Minimum of one year experience in financial services or sales with targets
Experience in investments industry and investment product knowledge
Excellent communication skills and ability to build trust and credibility

Responsibilities

Handle inbound inquiries regarding Merrill offerings
Position Merrill and Bank of America capabilities to clients
Collect client profile data and perform KYC to open accounts
Provide investment product recommendations aligned with client objectives
Document client interactions in Salesforce accurately

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

High School Diploma / GED

Job description

Responsibilities include handling inquiries, showcasing Merrill/BofA capabilities, maintaining client data and KYC, and serving clients with tailored investment

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