Wealth Advisor Development Program - Financial Advisor

Bank of America Corporation; New York (NY); Vor Ort; USD 80.000 - 90.000; Vollzeit

Zusammenfassung

Bank of America Corporation in New York, NY, is seeking candidates for the Merrill Advisor Development Program - Financial Advisor. You will work with high-net-worth clients, build relationships, assess goals, and deliver comprehensive recommendations aligned with client objectives.

Program participants collaborate with Merrill Advisor Teams to expand experience, grow portfolios, and develop a personal advisory practice within a supportive, in-office environment.

Qualifikationen

• Licenses required: Series 7 & 66 (63/65 acceptable in lieu of 66).
• Minimum of one year in financial services or sales with goals met.
• Investments industry experience and product knowledge.
• Strong interpersonal and relationship-building skills.
• Ability to thrive in a performance-driven environment.

Aufgaben

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open accounts
• Serves as interim Financial Advisor, recommending investments suitable for prospects and clients
• Documents all client interactions and opportunities within Salesforce accurately

Kenntnisse

Business Acumen

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Oral Communications

Execution

Ausbildung

High School Diploma

Bachelor’s degree

Tools

Salesforce

Jobbeschreibung

Bank of America Corporation in New York, NY, is seeking candidates for the Merrill Advisor Development Program - Financial Advisor. You will work with high-net-worth clients, build relationships, assess goals, and deliver comprehensive recommendations aligned with client objectives.

Program participants collaborate with Merrill Advisor Teams to expand experience, grow portfolios, and develop a personal advisory practice within a supportive, in-office environment.