Financial Advisor Development Program — Launch Career

Bank of America; Mount Pleasant (SC); On-site; USD 65,000 - 110,000; Full time

Job summary

Bank of America’s Merrill Wealth Management seeks a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth clients, identifying needs and delivering comprehensive recommendations aligned with client goals. You will be mentored by Merrill Financial Advisor Teams to gain experience and promote portfolio growth.

You’ll collaborate with core banking and investment partners to provide end-to-end advisory services and build a productive practice while developing

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial services industry and/or a sales environment.
• Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication skills; proven ability to quickly build trust and credibility.
• Proven ability to assess needs and recommend appropriate solutions/interventions.
• Proven ability to work collaboratively on a team and with key partners.
• Proven ability to listen and probe for clarity and understanding.
• Goal- and results-oriented.
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.
• Ability to work in an environment where the majority of compensation is tied to performance.
• Strong follow-through skills.
• Computer and technical literacy; proficiency in Microsoft Word, PowerPoint, and Excel.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the extensive capabilities of Merrill and Bank of America.
• Collect necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Serve as interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences, while servicing client accounts.
• Document all client interactions and opportunities within Salesforce accurately.

Skills

Business Acumen

Prospecting

Wealth Planning

Analytical Thinking

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Oral Communications

Trading

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management seeks a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth clients, identifying needs and delivering comprehensive recommendations aligned with client goals. You will be mentored by Merrill Financial Advisor Teams to gain experience and promote portfolio growth.

You’ll collaborate with core banking and investment partners to provide end-to-end advisory services and build a productive practice while developing