Wealth Advisor Development Program

Bank of America; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Collaborative work environment

Job summary

A leading financial services company is seeking a Financial Advisor within the Advisor Development Program. This role focuses on working with high-net-worth individuals to assess financial goals and deliver personalized investment strategies. Candidates must hold relevant licenses and have experience in the financial service industry. The position offers comprehensive training, mentoring, and a dynamic work environment, encouraging professional growth and flexibility.

Qualifications

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

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Recommends investment products suitable for prospects.
• Documents all client interactions accurately in Salesforce.

Skills

Business Acumen

Oral Communications

Active Listening

Prospecting

Analytical Thinking

Emotional Intelligence

Risk Management

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

A leading financial services company is seeking a Financial Advisor within the Advisor Development Program. This role focuses on working with high-net-worth individuals to assess financial goals and deliver personalized investment strategies. Candidates must hold relevant licenses and have experience in the financial service industry. The position offers comprehensive training, mentoring, and a dynamic work environment, encouraging professional growth and flexibility.