Wealth Advisor Development Program — Build Your Practice

Bank of America; Village of Lynbrook (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Coaching from experienced mentors

Job summary

A leading financial services firm is seeking a Financial Advisor to join their Merrill Advisor Development Program. This role involves working directly with high-net-worth clients, developing relationships, and providing tailored financial advice. Successful candidates will hold the necessary licenses and possess experience in service or sales environments. The firm offers robust training and a culture of collaboration. Salary is competitive, with an estimated range of $80,000 to $90,000, alongside comprehensive benefits.

Qualifications

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

Responsibilities

• Handle inbound inquiries about Merrill offerings.
• Collect client profile data following standard procedures.
• Provide recommendations of investment products and services.

Skills

Business Acumen

Effective Communication

Interpersonal Skills

Analytical Thinking

Client Solutions Advisory

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A leading financial services firm is seeking a Financial Advisor to join their Merrill Advisor Development Program. This role involves working directly with high-net-worth clients, developing relationships, and providing tailored financial advice. Successful candidates will hold the necessary licenses and possess experience in service or sales environments. The firm offers robust training and a culture of collaboration. Salary is competitive, with an estimated range of $80,000 to $90,000, alongside comprehensive benefits.