Wealth Advisor Development Program - Financial Advisor

Bank of America; Memphis (TN); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Collaborative work environment

Job summary

A leading financial services provider seeks a Financial Advisor in Memphis, TN, through the Merrill Advisor Development Program. You will engage high-net worth individuals, analyze their financial goals, and provide tailored investment solutions. This role involves developing client relationships, advising on financial strategies, and potential growth within a supportive training environment. Candidates need the Series 7 & 66 licenses and strong relationship-building skills. This is a great opportunity to start a rewarding career in wealth management.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year of experience in financial services or sales.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Collect client profile data following KYC procedures.
• Provide investment recommendations based on client needs.

Skills

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

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services provider seeks a Financial Advisor in Memphis, TN, through the Merrill Advisor Development Program. You will engage high-net worth individuals, analyze their financial goals, and provide tailored investment solutions. This role involves developing client relationships, advising on financial strategies, and potential growth within a supportive training environment. Candidates need the Series 7 & 66 licenses and strong relationship-building skills. This is a great opportunity to start a rewarding career in wealth management.