Wealth Advisor Development Program: High-Net-Worth Focus

Bank of America Corporation; Gainesville (GA); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Bank of America, through Merrill Wealth Management, is seeking candidates for the Advisor Development Program - Financial Advisor. You will build relationships with high-net-worth clients, assess financial goals, and deliver comprehensive recommendations in line with client objectives.

You'll collaborate with Merrill advisor teams, complete required training, and grow a practice leveraging Bank of America resources.

Qualifications

• Current Series 7 & 66 licenses; 63 & 65 in lieu of 66.
• Minimum of one year in financial services or a sales environment with goals met or exceeded.
• Minimum of one year in investments industry with training and product knowledge.
• Strong interpersonal skills and ability to build trust and credibility.

Responsabilités

• Handle inbound inquiries regarding Merrill offerings and drive interest.
• Position Merrill and Bank of America capabilities to clients.
• Collect client data following KYC procedures to open accounts as appropriate.
• Provide investment recommendations suitable for prospects and clients.
• Document all client interactions and opportunities in Salesforce.

Connaissances

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

Trading

Formation

Bachelor's degree

Outils

Salesforce

MS Office

Description du poste

Bank of America, through Merrill Wealth Management, is seeking candidates for the Advisor Development Program - Financial Advisor. You will build relationships with high-net-worth clients, assess financial goals, and deliver comprehensive recommendations in line with client objectives.

You'll collaborate with Merrill advisor teams, complete required training, and grow a practice leveraging Bank of America resources.