Wealth Advisor Development for High-Net-Worth Clients

Bank of America; Canton (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking Financial Advisors for the Merrill Advisor Development Program. This role involves collaborating with high-net worth individuals to identify financial goals and deliver tailored investment recommendations.

The ideal candidate will possess Series 7 & 66 licenses and have a minimum of one year of experience in the financial services industry. Comprehensive training and mentorship will be provided to set you up for success in this dynamic position.

Qualifications

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

Responsibilities

• Work with high-net worth clients to identify needs and develop relationships.
• Recommend investment products suitable for client objectives.
• Document all client interactions accurately in Salesforce.
• Handles inquiries from leads regarding Merrill offerings.

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

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking Financial Advisors for the Merrill Advisor Development Program. This role involves collaborating with high-net worth individuals to identify financial goals and deliver tailored investment recommendations.

The ideal candidate will possess Series 7 & 66 licenses and have a minimum of one year of experience in the financial services industry. Comprehensive training and mentorship will be provided to set you up for success in this dynamic position.