Wealth Advisor Development Program — Launch Your Career

Bank of America Corporation; Bloomfield Hills (MI); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

World-class training

One-on-one coaching

Career development opportunities

Résumé du poste

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to become Financial Advisors. You will build a client book, source referrals, and provide investment guidance in partnership with Merrill and Bank of America advisors.

The role requires Series 7 & 66 licenses, at least one year in financial services or sales, strong interpersonal skills, and the ability to thrive in an office-based environment with comprehensive training and coaching.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services or a sales environment with targets.
• Minimum of one year experience in the investments industry and product knowledge.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective written and verbal communication; ability to build trust quickly.
• Proven ability to source clients through prospecting and networking.

Responsabilités

• Handles inbound inquiries regarding Merrill offerings.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data per KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor with recommendations based on objectives, resources, risk, and time horizon.
• Documents all client interactions and opportunities in Salesforce.

Connaissances

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Investments Management

Portfolio Analysis

Risk Management

Active Listening

Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Formation

Bachelor’s degree

Outils

Salesforce

Microsoft Office

Description du poste

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program to become Financial Advisors. You will build a client book, source referrals, and provide investment guidance in partnership with Merrill and Bank of America advisors.

The role requires Series 7 & 66 licenses, at least one year in financial services or sales, strong interpersonal skills, and the ability to thrive in an office-based environment with comprehensive training and coaching.