Financial Advisor Development Program - Wealth Management

Bank of America; Mount Pleasant (SC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

World-class training programs

Local leadership coaching

Career development opportunities

Job summary

A leading financial institution in Mount Pleasant is seeking a Financial Advisor as part of the Merrill Advisor Development Program. This role involves working with high-net worth individuals to identify their needs and develop financial strategies. Candidates must hold Series 7 and 66 licenses and have experience in the financial services industry. You'll receive comprehensive training and support to build your clientele and achieve your professional goals. Competitive compensation and a collaborative work environment are offered.

Qualifications

• Current Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum one year experience in financial service or sales.
• Ability to engage with and influence clients.

Responsibilities

• Work with high-net worth individuals to deliver comprehensive recommendations.
• Manage client inquiries and profile data.
• Document all client interactions 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 in relevant field

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution in Mount Pleasant is seeking a Financial Advisor as part of the Merrill Advisor Development Program. This role involves working with high-net worth individuals to identify their needs and develop financial strategies. Candidates must hold Series 7 and 66 licenses and have experience in the financial services industry. You'll receive comprehensive training and support to build your clientele and achieve your professional goals. Competitive compensation and a collaborative work environment are offered.