Financial Advisor Program - Build a Wealth Practice

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

Benefits offered by this job

World class training

One-on-one coaching

Comprehensive advice and recommendations

Job summary

A leading financial services firm in Houston is seeking a Financial Advisor to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals, identifying their needs, and providing tailored investment solutions. Candidates should have Series 7 & 66 licenses and experience in financial services. The position promises extensive training and mentorship to help build a successful career while meeting performance goals. The firm emphasizes a collaborative and empowering work culture.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services or sales environment.
• Exceptional interpersonal and relationship building skills.
• Goal and results oriented with ability to source clients.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Provide recommendations of investment products and services.
• Document all client interactions accurately within Salesforce.
• Develop a book of business to meet performance hurdles.

Skills

Business Acumen

Oral Communications

Prospecting

Client Solutions Advisory

Emotional Intelligence

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office Suite

Job description

A leading financial services firm in Houston is seeking a Financial Advisor to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals, identifying their needs, and providing tailored investment solutions. Candidates should have Series 7 & 66 licenses and experience in financial services. The position promises extensive training and mentorship to help build a successful career while meeting performance goals. The firm emphasizes a collaborative and empowering work culture.