Wealth Advisor Development Program: Launch Your Financial Career

Bank of America Corporation; West Des Moines (IA); Sur place; USD 80 000 - 90 000; Plein temps

Résumé du poste

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor role. You will identify needs of high-net-worth individuals, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You’ll be mentored by Merrill Financial Advisor Teams, build a book of business, and grow through training, coaching, and a defined career path toward becoming a licensed Financial Advisor within

Qualifications

• Must hold Series 7 and Series 66 licenses or equivalents.
• Minimum 1 year in financial services or sales with quota attainment.
• Experience in investments industry and investment products knowledge.
• Strong communication and relationship-building skills.

Responsabilités

• Handle inbound inquiries about Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client data per KYC to open accounts as appropriate.
• Provide investment recommendations aligned with client objectives and servicing accounts.
• Document interactions and opportunities in Salesforce.

Connaissances

Series 7 license

Series 66 license

Interpersonal skills

Client relationships

Sales experience

Formation

Bachelor's degree

Outils

Salesforce

MS Office

Description du poste

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor role. You will identify needs of high-net-worth individuals, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You’ll be mentored by Merrill Financial Advisor Teams, build a book of business, and grow through training, coaching, and a defined career path toward becoming a licensed Financial Advisor within