Wealth Advisor Development Program

Bank of America; Chattanooga (TN); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America is seeking a Financial Advisor through the Merrill Advisor Development Program in Chattanooga, TN. You will work with high-net-worth individuals, developing financial strategies and relationship management skills.

Ideal candidates will have Series 7 & 66 licenses, with a year of experience in financial services and strong interpersonal skills. This position offers a dynamic work environment with substantial earning potential tied to performance.

Qualifications

• Currently holds Series7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum one year experience in the financial services industry and/or a sales environment with proven goal attainment.
• Proven ability to engage with and influence others.

Responsibilities

• Develop a book of business to exceed performance hurdles.
• Prioritize sourcing prospective clients and execute customized solutions.
• Balance investment growth and personal development.

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 or financial services sales experience

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking a Financial Advisor through the Merrill Advisor Development Program in Chattanooga, TN. You will work with high-net-worth individuals, developing financial strategies and relationship management skills.

Ideal candidates will have Series 7 & 66 licenses, with a year of experience in financial services and strong interpersonal skills. This position offers a dynamic work environment with substantial earning potential tied to performance.