Wealth Advisor Dev Program – Partially Registered

Bank of America Corporation; Oakland (CA); In loco; USD 85.000 - 135.000; Tempo pieno

Vantaggi offerti da questo lavoro

World class training

On-boarding programs

Descrizione del lavoro

Bank of America in Oakland seeks a highly motivated advisor development candidate to work with high‑net worth clients, identifying needs, reviewing goals, and delivering tailored investment recommendations. You will be mentored by Merrill advisor teams and participate in an accelerated development program to build a productive, compliant practice.

You will receive world‑class training and onboarding, with opportunities to advance in a collaborative, in‑office environment that values diverse

Competenze

• Required: FINRA SIE
• Bachelor's Degree preferred in business-related field
• Proven ability to build and nurture strong client relationships

Mansioni

• Learn to provide tailored and personalized financial guidance to clients through reviews and presentations.
• Partner with management to assess financial goals and recommend investment strategies.
• Shadow advisor teams to grow network and promote portfolio growth.
• Leverage available resources and technologies to optimize client experience and accuracy.
• Develop a book of business to meet and exceed financial targets.

Conoscenze

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience Branding

Issue Management

Prospecting

Referral Identification

Sales Performance Management

Formazione

FINRA SIE

Bachelor's Degree in Business or related field

Descrizione del lavoro

Bank of America in Oakland seeks a highly motivated advisor development candidate to work with high‑net worth clients, identifying needs, reviewing goals, and delivering tailored investment recommendations. You will be mentored by Merrill advisor teams and participate in an accelerated development program to build a productive, compliant practice.

You will receive world‑class training and onboarding, with opportunities to advance in a collaborative, in‑office environment that values diverse