Financial Advisor Development Program – Build Your Wealth Practice

Bank of America; Ann Arbor (MI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching

Defined consultative approach

Job summary

A major financial institution is looking for a Financial Advisor to join their Advisor Development Program. The role involves working with high-net worth individuals to identify their financial needs and providing tailored investment recommendations. Candidates should have Series 7 & 66 licenses and at least one year of experience in financial services or sales. Strong communication and relationship-building skills are essential. The position requires in-office attendance with a focus on developing long-term client relationships.

Qualifications

• Must currently hold Series 7 & 66 licenses.
• Minimum one year experience in financial services or sales environment.
• Exceptional interpersonal and communication skills.

Responsibilities

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

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Analytical Thinking

Active Listening

Risk Management

Emotional Intelligence

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A major financial institution is looking for a Financial Advisor to join their Advisor Development Program. The role involves working with high-net worth individuals to identify their financial needs and providing tailored investment recommendations. Candidates should have Series 7 & 66 licenses and at least one year of experience in financial services or sales. Strong communication and relationship-building skills are essential. The position requires in-office attendance with a focus on developing long-term client relationships.