Wealth Advisor Development Program — Build Your Practice

Bank of America Corporation; Farmington Hills (MI); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Bank of America Corporation’s Merrill Wealth Management is seeking candidates for the Advisor Development Program- Financial Advisor. You will establish relationships with high-net-worth clients, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You will be mentored by Merrill Financial Advisor Teams to build experience and grow your book of business while receiving award-winning training and coaching from Bank of America

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial services industry or sales.
• 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.

Responsabilités

• Developing a book of business to meet and exceed established performance hurdles.
• Sourcing prospective clients and referrals; referring clients to internal specialists; delivering customized solutions.
• Recommending investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences.
• Balancing growth, referrals, follow-up, prospect building, and development with day-to-day planning.
• Organizing resources to run a productive practice (time, people, budget).
• Collaborating with specialists to identify planning and investment strategies for clients.
• Completing mandated training, assessments, and continuing education requirements.

Connaissances

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

Formation

Bachelor's degree

Outils

Salesforce

Microsoft Word

PowerPoint

Excel

Description du poste

Bank of America Corporation’s Merrill Wealth Management is seeking candidates for the Advisor Development Program- Financial Advisor. You will establish relationships with high-net-worth clients, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You will be mentored by Merrill Financial Advisor Teams to build experience and grow your book of business while receiving award-winning training and coaching from Bank of America