Launch Your Financial Advisory Career — Development Program

Bank of America

Michigan

On-site

USD 70,000 - 110,000

Full time

4 days ago

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Job summary

Bank of America’s Merrill Wealth Management is seeking an Advisor Development Program professional to build a book of business by identifying client needs and delivering tailored investment recommendations. You will collaborate with Merrill Financial Advisor Teams to grow portfolios while receiving mentorship through a structured Academy program.

The role emphasizes high-net-worth client service, prospecting, and Training/continuing education requirements, with a strong link to the Bank of

Qualifications

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
Minimum of one year experience in the financial service industry and/or a sales environment where goals were met or exceeded.
Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
Proven ability to assess needs of and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal and results oriented
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Ability to work in an environment where the majority of your compensation is tied to your performance
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Responsibilities

Handles inbound inquiries from leads regarding Merrill offering
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately