Wealth Advisor Development Program – Mentored Career Growth

Bank of America Corporation; Hartford Township (OH); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Bank of America Merrill Wealth Management invites applications for the Advisor Development Program-Financial Advisor. You will work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You will collaborate with Merrill Financial Advisor Teams, receive mentoring, and build a productive practice.

Qualifications

• Holds Series 7 and 66 licenses (63/65 in lieu of 66).
• Minimum of 1 year in financial services or a sales environment with target achievement.
• Minimum of 1 year in investments industry with product knowledge.
• Proven ability to engage, influence, and build trust with clients.

Responsabilités

• Handle inbound inquiries and position Merrill offerings.
• Build and manage client relationships and meet onboarding needs.
• Provide investment product recommendations based on client objectives and risk profile.
• Document client interactions accurately in Salesforce.

Connaissances

Series 7/66 Licenses

Sales Experience

Interpersonal Skills

Communication Skills

Team Collaboration

Prospecting/Networking

Relationship Building

KYC Procedures

Outils

Salesforce

Description du poste

Bank of America Merrill Wealth Management invites applications for the Advisor Development Program-Financial Advisor. You will work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You will collaborate with Merrill Financial Advisor Teams, receive mentoring, and build a productive practice.