Wealth Advisor Development Program - Elite Training

Bank of America Corporation; Clinton Charter Township (MI); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

World-class training

One-on-one coaching

Career growth opportunities

Collaboration with banking/investment

Résumé du poste

Bank of America is seeking candidates for the Advisor Development Program to become Financial Advisors. You will build relationships with high-net-worth clients, review financial goals, and deliver comprehensive, tailored recommendations that align with client objectives.

You will be mentored by Merrill Financial Advisor teams to grow your practice, develop a book of business, and learn to integrate banking and investment solutions across our advisor network.

Qualifications

• Current holder of FINRA Series 7 & 66 licences (63/65 in lieu of 66).
• Minimum of one year experience in financial services or a sales environment with goals.
• Minimum of one year experience in the investments industry with knowledge of investment products/services.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication to build trust and credibility.
• Ability to source clients through prospecting and networking.
• Team-oriented with ability to collaborate with partners.
• Strong follow-through and results orientation.
• Technical literacy with Microsoft Word, PowerPoint, Excel.

Responsabilités

• Developing a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospects, referrals, assess customer needs, and tailor solutions.
• Recommend investment products aligned with client objectives, resources, time horizon, and risk profile.
• Balance growth, referrals, follow-up, prospecting, and long-term planning.
• Organize resources to run a productive practice.
• Consult with specialists to identify planning and investment strategies.
• Complete mandated training 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

FINRA Series 7/66 licences (63/65 in lieu of 66)

Outils

Salesforce

Microsoft Word

PowerPoint

Excel

Description du poste

Bank of America is seeking candidates for the Advisor Development Program to become Financial Advisors. You will build relationships with high-net-worth clients, review financial goals, and deliver comprehensive, tailored recommendations that align with client objectives.

You will be mentored by Merrill Financial Advisor teams to grow your practice, develop a book of business, and learn to integrate banking and investment solutions across our advisor network.