Trainee Wealth Advisor for High-Net-Worth Clients

Bank of America Corporation; San Luis Obispo (CA); Sur place; USD 80 000 - 90 000; Plein temps

Avantages offerts par ce poste

Industry-leading benefits

Paid time off

Supportive culture

Résumé du poste

Bank of America is seeking candidates for the Merrill Advisor Development Program in the United States. The role targets high-net-worth clients, building relationships, reviewing goals, and delivering comprehensive investment recommendations aligned with client objectives and timelines.

You will collaborate with Merrill Financial Advisor teams, participate in extensive training, and work with core banking and investment partners to deliver end-to-end wealth management solutions.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility.

Responsabilités

• Handles inbound inquiries from leads regarding Merrill offerings
• 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

Connaissances

Business Acumen

Prospecting

Active Listening

Analytical Thinking

Client Solutions Advisory

Formation

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Outils

Salesforce

Description du poste

Bank of America is seeking candidates for the Merrill Advisor Development Program in the United States. The role targets high-net-worth clients, building relationships, reviewing goals, and delivering comprehensive investment recommendations aligned with client objectives and timelines.

You will collaborate with Merrill Financial Advisor teams, participate in extensive training, and work with core banking and investment partners to deliver end-to-end wealth management solutions.