Wealth Advisor Dev Program — Financial Career Starter

Bank of America; Bloomington (IL); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Formulaic incentive plan

Job summary

A leading financial institution is looking for a Financial Advisor to join their Merrill Advisor Development Program. In this role, you will work directly with high-net-worth individuals, identifying needs and developing tailor-made financial strategies. With a focus on relationship building and investment advice, you'll have the opportunity to collaborate with experienced advisors and gain a wealth of knowledge. Competitive compensation and a supportive training environment are part of this opportunity.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial services or sales.
• Engages with clients to assess their financial needs.

Responsibilities

• Engage with high-net worth individuals to identify needs.
• Develop relationships and review financial goals.
• Handle inbound inquiries and document all client interactions.

Skills

Business Acumen

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Active Listening

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution is looking for a Financial Advisor to join their Merrill Advisor Development Program. In this role, you will work directly with high-net-worth individuals, identifying needs and developing tailor-made financial strategies. With a focus on relationship building and investment advice, you'll have the opportunity to collaborate with experienced advisors and gain a wealth of knowledge. Competitive compensation and a supportive training environment are part of this opportunity.