Wealth Advisor Development Program

Bank of America; Naples (FL); On-site; USD 60,000 - 120,000; Full time

Job summary

Bank of America is searching for a Financial Advisor within the Merrill Advisor Development Program in Naples, Florida. This role involves working with high-net-worth individuals, identifying their needs, and developing tailored financial strategies. You will engage with clients, recommend appropriate investment products, and build strong relationships.

The ideal candidate should have a Series 7 & 66 license, experience in the financial services sector, and excellent communication skills. Join us to help clients achieve their financial goals!

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 meet and exceed performance hurdles.
• Prioritize sourcing prospective clients and execute customized solutions.
• Balance investment growth, referral activities, and customer follow-up.

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 one year of financial services sales experience

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is searching for a Financial Advisor within the Merrill Advisor Development Program in Naples, Florida. This role involves working with high-net-worth individuals, identifying their needs, and developing tailored financial strategies. You will engage with clients, recommend appropriate investment products, and build strong relationships.

The ideal candidate should have a Series 7 & 66 license, experience in the financial services sector, and excellent communication skills. Join us to help clients achieve their financial goals!