Wealth Advisor Development Program | Kickstart Your Career

Bank of America; Town of Southampton (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

A leading financial institution is hiring a Financial Advisor as part of their Advisor Development Program in Southampton, NY. You will engage with high-net-worth individuals to identify their financial needs and build a portfolio. The role emphasizes developing a client base and requires Series 7 & 66 licenses. Join a diverse team and receive comprehensive training and support to achieve your professional goals. Competitive annual salary between $80,000 and $90,000, along with incentives based on performance.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial service or sales environments.
• Exceptional interpersonal and communication skills.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Develop relationships with high-net worth clients.
• Document client interactions accurately in Salesforce.

Skills

Business Acumen

Client Experience Branding

Analytical Thinking

Emotional Intelligence

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution is hiring a Financial Advisor as part of their Advisor Development Program in Southampton, NY. You will engage with high-net-worth individuals to identify their financial needs and build a portfolio. The role emphasizes developing a client base and requires Series 7 & 66 licenses. Join a diverse team and receive comprehensive training and support to achieve your professional goals. Competitive annual salary between $80,000 and $90,000, along with incentives based on performance.