Wealth Advisor, Development Program

Bank of America; Angleton (TX); Presencial; USD 60 000 - 90 000; Tempo integral

Resumo da oferta

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to become Financial Advisors serving high-net-worth clients. You will identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations while collaborating with Merrill teams to grow portfolios.

The program emphasizes training, mentorship, and a consultative approach to identify client needs and deliver end-to-end advice, with opportunities to connect with

Qualificações

• Currently holds Series 7 & 66 licenses or equivalents (63 & 65 in lieu of 66)
• Minimum of one year in financial services or a sales environment with targets
• Experience in investments industry and investment product knowledge
• Ability to engage and influence others

Responsabilidades

• Handle inbound inquiries regarding Merrill offerings
• Position Merrill capabilities to clients and prospects
• Collect client profile data and follow KYC procedures to open accounts
• Provide investment product recommendations based on client objectives and risk tolerance
• Document client interactions in Salesforce

Conhecimentos

Business Development

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Educational/Relationship Skills

Trading

Emotional Intelligence

Referral Management

Oral Communications

Formação académica

Bachelor's degree

Ferramentas

Salesforce

Microsoft Word

PowerPoint

Excel

Descrição da oferta de emprego

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to become Financial Advisors serving high-net-worth clients. You will identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations while collaborating with Merrill teams to grow portfolios.

The program emphasizes training, mentorship, and a consultative approach to identify client needs and deliver end-to-end advice, with opportunities to connect with