Financial Advisor - Indiana Market Elite Training & Growth

Bank of America; South Bend (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Opportunities for professional growth

Job summary

A leading financial institution is looking for a Financial Advisor in the Advisor Development Program. This role involves working with high-net-worth individuals to understand their financial needs and deliver tailored recommendations. Ideal candidates will have at least one year in the financial services sector, hold relevant licenses, and excel in interpersonal relationships. The organization emphasizes a culture of coaching and comprehensive training to foster advisor success.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience working in the financial service industry or a sales environment.
• Proven ability to engage with and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the capabilities of Merrill and Bank of America.
• Collects client profile data and opens account(s) as appropriate.

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

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution is looking for a Financial Advisor in the Advisor Development Program. This role involves working with high-net-worth individuals to understand their financial needs and deliver tailored recommendations. Ideal candidates will have at least one year in the financial services sector, hold relevant licenses, and excel in interpersonal relationships. The organization emphasizes a culture of coaching and comprehensive training to foster advisor success.