Wealth Advisor Development Program – Financial Advisor

Bank of America Corporation; Village of Great Neck (NY); In loco; USD 80.000 - 90.000; Tempo pieno

Descrizione del lavoro

Bank of America Corporation's Merrill Wealth Management offers a structured Advisor Development Program for aspiring Financial Advisors. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations aligned with client life priorities.

You will collaborate with Merrill Financial Advisor Teams to grow your experience, pursue licensing, and build a productive practice while receiving world-class training and coaching.

Competenze

• Bachelor's degree or higher in a related field or experience equivalent to it.
• Strong communication and relationship-building skills necessary.
• Experience in financial services or sales with a proven track record is preferred.
• Licensing requirements include Series 7 & 66 (63 & 65 in lieu of 66).
• Ability to source clients and manage a book of business in a regulated environment.

Mansioni

• Develop a book of business to meet and exceed performance targets.
• Source prospective clients and leverage referrals with internal partners.
• Recommend investment products aligned with client objectives and risk profile.
• Balance growth activities with compliance and ongoing professional development.
• Coordinate with specialists to identify planning and investment strategies.
• Document all client interactions in Salesforce for accurate tracking.

Conoscenze

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

Formazione

Bachelor's degree

High School Diploma / GED

Strumenti

Microsoft Word

PowerPoint

Excel

Descrizione del lavoro

Bank of America Corporation's Merrill Wealth Management offers a structured Advisor Development Program for aspiring Financial Advisors. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations aligned with client life priorities.

You will collaborate with Merrill Financial Advisor Teams to grow your experience, pursue licensing, and build a productive practice while receiving world-class training and coaching.