Wealth Advisor Development Program: Launch Your Finance Career

Bank of America Corporation; Charlotte (NC); Sur place; USD 60 000 - 100 000; Plein temps

Résumé du poste

Bank of America’s Merrill Advisor Development Program is designed for individuals transitioning to a Financial Advisor role. You will identify client needs, develop relationships, review financial goals, and deliver comprehensive recommendations, while being mentored by Merrill Advisor Teams to grow your practice.

The program emphasizes a strong in-office culture with role-specific attendance requirements, offering training, coaching, and a clear path toward building a productive client book and

Qualifications

• Current holds Series 7 license and Series 66 (or 63/65).
• Minimum of one year in financial services or sales with quota attainment.
• Proven ability to engage with and influence others.

Responsabilités

• Handle inbound inquiries about Merrill offerings.
• Positions Merrill/Bank of America capabilities to prospects and clients.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor, recommending suitable investment products and services.
• Document all client interactions and opportunities in Salesforce.

Connaissances

Series 7

Series 66

Sales experience

Interpersonal skills

Prospecting

Client relationships

Communication

Formation

Bachelor’s degree

Outils

Salesforce

Microsoft Word

PowerPoint

Excel

Description du poste

Bank of America’s Merrill Advisor Development Program is designed for individuals transitioning to a Financial Advisor role. You will identify client needs, develop relationships, review financial goals, and deliver comprehensive recommendations, while being mentored by Merrill Advisor Teams to grow your practice.

The program emphasizes a strong in-office culture with role-specific attendance requirements, offering training, coaching, and a clear path toward building a productive client book and