Wealth Advisor Development Program: Launch Your Financial Career

Bank of America Corporation

City of Saratoga Springs (NY)

Sur place

USD 80 000 - 110 000

Plein temps

Il y a 3 jours

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Résumé du poste

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor. You will work with high-net-worth clients, identify needs, develop relationships, and deliver tailored recommendations as part of a mentored team.

The program emphasizes training, ongoing education, and collaboration with Merrill Financial Advisor Teams to build a successful advisory practice.

Qualifications

Hold Series 7 and 66 licenses (63/65 in lieu of 66).
At least 1 year in financial services or a sales environment with goals met/exceeded.
In-depth knowledge of investment products and services.
Proven ability to engage with and influence others.
Strong interpersonal and relationship-building skills.
Effective written and verbal communication; ability to build trust quickly.
Ability to source clients through prospecting and networking.
Team-oriented with ability to collaborate with partners.

Responsabilités

Handles inbound inquiries from leads regarding Merrill offerings.
Positions the capabilities of Merrill and Bank of America to clients.
Collects client profile data following standard KYC procedures to open accounts.
Serves as interim Financial Advisor, providing recommendations suited to client objectives and resources.
Documents all client interactions and opportunities in Salesforce.