Wealth Advisor Development Program: Launch Your Client Portfolio
Bank of America
14 days+
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Benefits offered by this job
Job summary
A leading financial institution is seeking a Financial Advisor for its Advisor Development Program. This role involves working with high-net worth clients, identifying financial needs, and recommending tailored investment solutions. Candidates should have Series 7 and 66 licenses and a minimum of one year experience in the financial services industry. Extensive training and personalized coaching are provided to ensure success in building a robust client portfolio.
Qualifications
- Currently holds Series 7 & 66 licenses.
- Minimum of one year experience in the financial service industry.
- Proven ability to engage with and influence others.
Responsibilities
- Handles inbound inquiries from leads regarding Merrill offerings.
- Serves as interim Financial Advisor, providing recommendations on investment products.
- Documents all client interactions within Salesforce accurately.
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 Excel
Microsoft PowerPoint
Microsoft Word
Job description
A leading financial institution is seeking a Financial Advisor for its Advisor Development Program. This role involves working with high-net worth clients, identifying financial needs, and recommending tailored investment solutions. Candidates should have Series 7 and 66 licenses and a minimum of one year experience in the financial services industry. Extensive training and personalized coaching are provided to ensure success in building a robust client portfolio.
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