Wealth Advisor Development Program

Bank of America; Hot Springs (AR); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching

Job summary

Bank of America is seeking a Financial Advisor as part of the Merrill Advisor Development Program. This role focuses on building client relationships and delivering comprehensive financial advice to high-net-worth individuals.

Candidates must hold relevant licenses and possess strong interpersonal skills. The position involves service delivery, investment recommendations, and collaboration with Financial Advisor Teams.

The company emphasizes training and career development, ensuring employees are equipped for success.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial service industry or sales.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries about Merrill offerings.
• Follow KYC procedures to open accounts.
• Serve clients as an interim Financial Advisor.

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

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking a Financial Advisor as part of the Merrill Advisor Development Program. This role focuses on building client relationships and delivering comprehensive financial advice to high-net-worth individuals.

Candidates must hold relevant licenses and possess strong interpersonal skills. The position involves service delivery, investment recommendations, and collaboration with Financial Advisor Teams.

The company emphasizes training and career development, ensuring employees are equipped for success.