Wealth Advisor Development Program

Bank of America; Eugene (OR); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training programs

Mentorship from leadership

Access to industry-leading benefits

Opportunity for performance-based incentives

Job summary

Bank of America is seeking a Financial Advisor in Eugene, Oregon, for their Advisor Development Program. The role focuses on working with high-net-worth individuals to identify needs and provide tailored investment recommendations. Candidates should have at least one year of experience in the financial services industry and hold necessary licenses. Exceptional relationship-building and communication skills are essential. The position offers a salary range of $80,000 to $90,000 and involves training, mentorship, and a supportive work environment.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service industry.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills (written and verbal).
• Goal and results oriented.
• Entrepreneurial mindset with a proven ability to source clients.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects necessary client profile data following KYC procedures.
• Documents all client interactions within Salesforce accurately.

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

Bank of America is seeking a Financial Advisor in Eugene, Oregon, for their Advisor Development Program. The role focuses on working with high-net-worth individuals to identify needs and provide tailored investment recommendations. Candidates should have at least one year of experience in the financial services industry and hold necessary licenses. Exceptional relationship-building and communication skills are essential. The position offers a salary range of $80,000 to $90,000 and involves training, mentorship, and a supportive work environment.