Wealth Advisor Development Program - Houston Market

Bank of America; Houston (TX); On-site; Full time

Benefits offered by this job

World class training and onboarding programs

One-on-one coaching

Collaborative work environment

Job summary

A major financial services provider is seeking candidates for the Financial Advisor position within the Merrill Advisor Development Program. The role involves working with high-net-worth individuals, developing relationships, and managing financial goals. Candidates are expected to hold Series 7 & 66 licenses and have experience in the financial services sector. The company provides comprehensive training and support for career growth. This role requires strong interpersonal skills and a goal-oriented mindset, with a focus on client needs and investment management.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service industry.
• Exceptional interpersonal and relationship building skills.
• Goal and results oriented.
• Strong follow-through skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects necessary client profile data to open accounts.
• Serves as interim Financial Advisor, providing recommendations on investment products.
• Documents all client interactions and opportunities within Salesforce.

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

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A major financial services provider is seeking candidates for the Financial Advisor position within the Merrill Advisor Development Program. The role involves working with high-net-worth individuals, developing relationships, and managing financial goals. Candidates are expected to hold Series 7 & 66 licenses and have experience in the financial services sector. The company provides comprehensive training and support for career growth. This role requires strong interpersonal skills and a goal-oriented mindset, with a focus on client needs and investment management.