Wealth Advisor Dev Program — Launch Your Financial Career

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

Benefits offered by this job

Comprehensive benefits

Paid time off

Formulaic incentive plan

Job summary

A leading financial services institution is seeking a Financial Advisor in Seattle, WA to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals to identify needs, develop relationships, and recommend appropriate investment products. Candidates should have at least one year of experience in the financial services industry, hold Series 7 & 66 licenses, and possess strong interpersonal skills. Compensation ranges from $80,000 to $90,000 annually, with performance-based incentives and comprehensive benefits.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience working in the financial service industry.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects the necessary client profile data.
• Serves as interim Financial Advisor, providing recommendations.
• Documents all client interactions 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

Microsoft Word

PowerPoint

Excel

Job description

A leading financial services institution is seeking a Financial Advisor in Seattle, WA to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals to identify needs, develop relationships, and recommend appropriate investment products. Candidates should have at least one year of experience in the financial services industry, hold Series 7 & 66 licenses, and possess strong interpersonal skills. Compensation ranges from $80,000 to $90,000 annually, with performance-based incentives and comprehensive benefits.