Growth-Oriented Financial Advisor – Client Wealth Planning

Bank of America; Roseville (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America in Roseville, California is seeking candidates for the Advisor Development Program aimed at aspiring Financial Advisors. Responsibilities include managing client relationships and providing tailored financial solutions.

Ideal candidates will hold Series 7 & 66 licenses, possess strong interpersonal skills, and have at least a year of experience in financial or sales roles. The position emphasizes performance-driven compensation and development of a client base.

Qualifications

• Currently holds Series 7 & 66 or 63 & 65 licenses.
• Minimum one year experience in financial services or sales.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Serve as interim Financial Advisor providing product recommendations.
• Document all client interactions and opportunities 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

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America in Roseville, California is seeking candidates for the Advisor Development Program aimed at aspiring Financial Advisors. Responsibilities include managing client relationships and providing tailored financial solutions.

Ideal candidates will hold Series 7 & 66 licenses, possess strong interpersonal skills, and have at least a year of experience in financial or sales roles. The position emphasizes performance-driven compensation and development of a client base.