Wealth Advisor Development Program: Elite Training

Bank of America; Columbus (OH); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Paid time off

Incentive opportunities

Job summary

Bank of America is looking for a dedicated Financial Advisor in Columbus, Ohio, as part of the Merrill Advisor Development Program. This role focuses on developing client relationships, assessing financial goals, and providing tailored investment advice to high-net-worth individuals.

Successful candidates will possess Series 7 & 66 licenses and have a strong background in the financial services industry. The position includes a competitive salary, extensive training, and various benefits to support career growth.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one-year experience in financial services or sales.
• Investment industry experience with in-depth knowledge of products.

Responsibilities

• Develop and manage client relationships.
• Recommend suitable investment products and services.
• Handle inquiries about Merrill offerings.

Skills

Business Acumen

Wealth Planning

Analytical Thinking

Client Solutions Advisory

Effective Communication

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America is looking for a dedicated Financial Advisor in Columbus, Ohio, as part of the Merrill Advisor Development Program. This role focuses on developing client relationships, assessing financial goals, and providing tailored investment advice to high-net-worth individuals.

Successful candidates will possess Series 7 & 66 licenses and have a strong background in the financial services industry. The position includes a competitive salary, extensive training, and various benefits to support career growth.