Financial Advisor Development Program — Wealth Management

Bank of America; Statesboro (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Training program

One-on-one coaching

Career development

Job summary

Bank of America’s Merrill Wealth Management is launching the Advisor Development Program for individuals transitioning to a Financial Advisor role. You will develop relationships with high-net-worth clients, assess financial goals, and deliver comprehensive recommendations aligned with client objectives, while being mentored by Merrill Financial Advisor Teams to grow your portfolio.

Join a program focused on training, coaching, and collaboration with core banking and investment partners to

Qualifications

• Series 7 & 66 licenses required.
• Bachelor's degree or higher.
• 1 year+ experience in financial services or sales with targets.
• Investment knowledge to assess client objectives and risk.
• Strong communication and relationship-building skills.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client data and complete KYC to open accounts.
• Provide investment recommendations based on client objectives and risk.
• Document client interactions in Salesforce.

Skills

Communication

Interpersonal skills

Relationship building

Prospecting

Active listening

Analytical thinking

Client advisory

Time management

Goal orientation

Entrepreneurial mindset

Team collaboration

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Bank of America’s Merrill Wealth Management is launching the Advisor Development Program for individuals transitioning to a Financial Advisor role. You will develop relationships with high-net-worth clients, assess financial goals, and deliver comprehensive recommendations aligned with client objectives, while being mentored by Merrill Financial Advisor Teams to grow your portfolio.

Join a program focused on training, coaching, and collaboration with core banking and investment partners to