Wealth Advisor Development Program: Grow Your Client Book

Bank of America; Fairfield (CT); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Professional development resources

Job summary

A major financial institution is seeking a Financial Advisor to assist high-net-worth clients. This position involves developing client relationships, understanding their financial goals, and providing tailored investment advice. Candidates should possess essential licenses and demonstrate experience in the financial services industry. The company offers extensive training, benefits, and a competitive salary, with a focus on mentorship and career growth in a supportive environment.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience working in financial services or sales.
• Proven ability to engage with and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Documents all client interactions accurately within Salesforce.
• Serves as interim Financial Advisor, providing recommendations.

Skills

Business Acumen

Business Development

Oral Communications

Client Solutions Advisory

Risk Management

Analytical Thinking

Emotional Intelligence

Prospecting

Active Listening

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A major financial institution is seeking a Financial Advisor to assist high-net-worth clients. This position involves developing client relationships, understanding their financial goals, and providing tailored investment advice. Candidates should possess essential licenses and demonstrate experience in the financial services industry. The company offers extensive training, benefits, and a competitive salary, with a focus on mentorship and career growth in a supportive environment.