Wealth Advisor Development Path — Southeast Market

Bank of America; Savannah (GA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

World class training program

One-on-one coaching

Comprehensive financial education resources

Job summary

A leading financial services firm is seeking a motivated Financial Advisor for the Merrill Advisor Development Program. You will engage with high-net worth individuals to identify their financial goals and deliver tailored investment solutions. Responsibilities include handling client inquiries, documenting interactions in Salesforce, and collaborating with a team of specialists. This role requires licenses Series 7 & 66, excellent communication skills, and a minimum of one year in finance or sales. A Bachelor's degree is desired. Exceptional training and career growth opportunities are provided.

Qualifications

• Holds Series 7 & 66 licenses.
• Minimum one year experience in financial services and/or sales.
• In-depth knowledge of investment products and services.
• Exceptional interpersonal skills to engage clients.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Collect necessary client profile data for account openings.
• Document all client interactions accurately in Salesforce.
• Serve as an interim Financial Advisor with investment recommendations.

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

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services firm is seeking a motivated Financial Advisor for the Merrill Advisor Development Program. You will engage with high-net worth individuals to identify their financial goals and deliver tailored investment solutions. Responsibilities include handling client inquiries, documenting interactions in Salesforce, and collaborating with a team of specialists. This role requires licenses Series 7 & 66, excellent communication skills, and a minimum of one year in finance or sales. A Bachelor's degree is desired. Exceptional training and career growth opportunities are provided.