Wealth Advisor Development Program

Bank of America Corporation; Garden City (ID); Sur place; USD 80 000 - 90 000; Plein temps

Avantages offerts par ce poste

Benefits eligible

Résumé du poste

Bank of America is seeking a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth individuals, identifying needs and building relationships. You will review goals and deliver comprehensive recommendations while collaborating with Merrill Advisor teams to grow portfolios.

You will develop your book of business, source clients, refer to internal specialists, and balance growth with compliance, training, and professional development.

Qualifications

• Series 7 & 66 licenses required (63/65 in lieu of 66).
• At least one year in financial services or sales with goals met or exceeded.
• One year in investments industry with product knowledge.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication.
• Ability to assess needs and tailor solutions.
• Experience working with teams and key partners.
• Strong follow-through and time management.
• Proficiency in Microsoft Word, PowerPoint, Excel.

Responsabilités

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the capabilities of Merrill and Bank of America.
• Collects client profile data following KYC procedures to open accounts.
• Serves as interim Financial Advisor, recommending suitable products/services.
• Documents client interactions and opportunities in Salesforce.

Connaissances

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

Formation

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree or equivalent

Outils

Microsoft Word

PowerPoint

Excel

Description du poste

Bank of America is seeking a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth individuals, identifying needs and building relationships. You will review goals and deliver comprehensive recommendations while collaborating with Merrill Advisor teams to grow portfolios.

You will develop your book of business, source clients, refer to internal specialists, and balance growth with compliance, training, and professional development.