Financial Advisor Development Program - Elite Training

Bank of America; Los Angeles (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Paid time off

Formulaic incentive eligible

Job summary

A leading financial services firm is seeking a Financial Advisor to join their Advisor Development Program. The successful candidate will work with high-net-worth individuals, identifying needs, developing relationships, and delivering tailored investment recommendations. This role involves building a business while collaborating closely with experienced Financial Advisors. Training and support are provided to ensure career success in a dynamic work environment focused on client relationships and financial growth.

Qualifications

• Current Series 7 & 66 licenses.
• Minimum one year experience in financial services industry or sales.
• In-depth knowledge of investment products and services.
• Exceptional interpersonal and relationship building skills.
• Proven ability to work collaboratively on a team.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects necessary client profile data following KYC procedures.
• Serves as interim Financial Advisor, providing recommendations.
• Documents all client interactions and opportunities within Salesforce.

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

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services firm is seeking a Financial Advisor to join their Advisor Development Program. The successful candidate will work with high-net-worth individuals, identifying needs, developing relationships, and delivering tailored investment recommendations. This role involves building a business while collaborating closely with experienced Financial Advisors. Training and support are provided to ensure career success in a dynamic work environment focused on client relationships and financial growth.