Wealth Advisor Dev Program: Launch Your Financial Career

Bank of America Corporation; North Carolina; Vor Ort; USD 80.000 - 90.000; Vollzeit

Benefits dieser Stelle

Incentive plan

Benefits package

Zusammenfassung

Bank of America Corporation's Merrill Wealth Management division seeks a Merrill Advisor Development Program - Financial Advisor to build relationships with high-net-worth clients, identify needs, and deliver comprehensive recommendations aligned with goals. You will work with Merrill Financial Advisor Teams to grow your book of business and gain mentorship.

The role emphasizes sourcing clients, referrals, and customized solutions while balancing growth, compliance, and personal development

Qualifikationen

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Minimum of one year experience working 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 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

Aufgaben

• 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

Kenntnisse

Sales mindset

Client relationship

Communication

Team collaboration

Financial services experience

Ausbildung

Bachelor's degree

High School Diploma or equivalent

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Jobbeschreibung

Bank of America Corporation's Merrill Wealth Management division seeks a Merrill Advisor Development Program - Financial Advisor to build relationships with high-net-worth clients, identify needs, and deliver comprehensive recommendations aligned with goals. You will work with Merrill Financial Advisor Teams to grow your book of business and gain mentorship.

The role emphasizes sourcing clients, referrals, and customized solutions while balancing growth, compliance, and personal development