Wealth Advisor Development Program - Financial Advisor

Bank of America Corporation; City of Poughkeepsie (NY); Sur place; USD 80 000 - 90 000; Plein temps

Résumé du poste

Bank of America Corporation’s Merrill Wealth Management division seeks a Financial Advisor Program participant to develop a client book, prospect for high-net-worth clients, and deliver tailored investment recommendations. You will collaborate with Merrill teams to grow the practice and meet defined performance hurdles.

Role requires licenses (Series 7/66 or 63/65), prior financial services or sales experience, and strong relationship-building and communication skills to drive results and

Qualifications

• Current holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial services or sales with results.
• Experience in investments industry and knowledge of investment products.

Responsabilités

• Handles inbound inquiries regarding Merrill offerings and presents solutions.
• Position Merrill/Bank of America capabilities to clients.
• Collects client profile data following KYC to open accounts.
• Serves as interim Financial Advisor, recommending suitable investments and servicing accounts.
• Documents client interactions in Salesforce.

Connaissances

Business Acumen

Prospecting

Oral Communications

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

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree (desired)

Outils

Microsoft Word

PowerPoint

Excel

Description du poste

Bank of America Corporation’s Merrill Wealth Management division seeks a Financial Advisor Program participant to develop a client book, prospect for high-net-worth clients, and deliver tailored investment recommendations. You will collaborate with Merrill teams to grow the practice and meet defined performance hurdles.

Role requires licenses (Series 7/66 or 63/65), prior financial services or sales experience, and strong relationship-building and communication skills to drive results and