Wealth Advisor Development Program - Atlanta

Bank of America Corporation; Gainesville (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a candidate for the Advisor Development Program - Financial Advisor. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations aligned with client objectives and time horizons.

You'll be mentored by Merrill Financial Advisor Teams to grow your experience, promote portfolio growth, and build a productive advisory practice within an in-office culture.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year experience in financial services or a sales environment with goals met or exceeded.
• Minimum of one year experience in the investments industry with knowledge of investment products and services.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills (written and verbal) with ability to quickly build trust.
• Proven ability to source clients through prospecting and networking.
• Compensation is based on performance.
• Strong follow-through and collaboration with partners; proficiency in Microsoft Word, PowerPoint, Excel.

Responsibilities

• Developing a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients and referrals, assess needs, and deliver customized solutions.
• Recommend investment products based on objectives, resources, time horizon, risk profile and preferences.
• Balance growth, referrals, follow-up, prospecting and development tasks.
• Organize resources to run a productive practice.
• Consult with specialists to identify planning and investment strategies.
• Complete mandated training, assessments, and continuing education requirements.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

Job description

Bank of America’s Merrill Wealth Management division seeks a candidate for the Advisor Development Program - Financial Advisor. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations aligned with client objectives and time horizons.

You'll be mentored by Merrill Financial Advisor Teams to grow your experience, promote portfolio growth, and build a productive advisory practice within an in-office culture.