Financial Advisor Development Program: Launch Your Wealth Career

Bank of America

Hilton Head Island (SC)

On-site

USD 70,000 - 110,000

Full time

4 days ago

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Job summary

Bank of America’s Merrill Wealth Management is launching an Advisor Development Program for Financial Advisors. You will work with high-net-worth clients to identify needs, develop relationships, review goals, and deliver tailored recommendations aligned with both existing and prospective clients.

You’ll be mentored by Merrill teams to foster portfolio growth. The program emphasizes training, collaboration with core banking and investment partners, and a pathway to build a successful advisory

Qualifications

Currently holds Series 7 & 66 licenses.
Minimum of one year in financial services and/or a sales environment with goals.
Experience in investments industry including investment training and knowledge of products/services.
Proven ability to engage, influence others and build trust.

Responsibilities

Handle inbound inquiries from leads regarding Merrill offerings and Bank of America capabilities.
Collect client profile data following KYC procedures to open accounts as appropriate.
Serve as interim Financial Advisor, recommending suitable investment products/services.
Document client interactions and opportunities in Salesforce accurately.