Wealth Advisor — Development Program

Bank of America; Rogers (AR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Job summary

A leading financial services company is seeking a Financial Advisor for their Advisor Development Program in Rogers, Arkansas. This role involves working closely with high-net-worth individuals to identify needs and deliver comprehensive recommendations. The company offers world-class training and mentoring, along with the opportunity to grow within a supportive environment. Candidates must hold relevant licenses and possess strong skills in relationship building and client solutions.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience working in the financial service industry and/or a sales environment.
• Exceptional interpersonal and relationship building skills required.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Collect necessary client profile data following standard KYC procedures.
• Serve as interim Financial Advisor, providing suitable investment recommendations.

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

A leading financial services company is seeking a Financial Advisor for their Advisor Development Program in Rogers, Arkansas. This role involves working closely with high-net-worth individuals to identify needs and deliver comprehensive recommendations. The company offers world-class training and mentoring, along with the opportunity to grow within a supportive environment. Candidates must hold relevant licenses and possess strong skills in relationship building and client solutions.