Wealth Advisor Development Path — Training & Mentorship

Bank of America; San Diego (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Paid time off

World-class training programs

Job summary

Bank of America is seeking a Financial Advisor to work with high-net-worth individuals, focusing on their financial goals through comprehensive recommendations and relationship building. This role includes developing a book of business and identifying client needs through effective consultative approaches.

The ideal candidate will have at least one year of experience in the financial services industry, possess strong communication and relationship skills, and hold necessary licenses. Comprehensive training and mentoring are provided to ensure success.

Qualifications

• Series 7 & 66 licenses required.
• Minimum one year experience in financial services or sales.
• Exceptional interpersonal and relationship building skills.

Responsibilities

• Develop business relationships with high-net-worth individuals.
• Recommend suitable investment products based on client needs.
• Document client interactions in Salesforce.

Skills

Business Acumen

Oral Communications

Client Experience

Prospecting

Analytical Thinking

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking a Financial Advisor to work with high-net-worth individuals, focusing on their financial goals through comprehensive recommendations and relationship building. This role includes developing a book of business and identifying client needs through effective consultative approaches.

The ideal candidate will have at least one year of experience in the financial services industry, possess strong communication and relationship skills, and hold necessary licenses. Comprehensive training and mentoring are provided to ensure success.