Wealth Advisor Development Program - Partially Registered

Bank of America Corporation; Honolulu (HI); On-site; USD 85,000 - 140,000; Full time

Job summary

Bank of America Merrill Wealth Management in the United States seeks participants for the Advisor Development Program - Financial Advisor-Partially Registered to build relationships with high-net-worth clients, assess goals, and deliver comprehensive investment recommendations.

You will train under Merrill Financial Advisor Teams, pursue licenses, and develop a book of business while balancing client needs, regulatory requirements, and growth opportunities within a collaborative, in-office

Qualifications

• Currently holds FINRA SIE.
• 4+ years of progressive professional and/or military experience.
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within allotted program time.
• Is a self-starter who efficiently manages time and capacity.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Responsibilities

• Provides tailored and personalized advice to clients through reviews and presentations.
• Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
• Shadows Merrill Advisor teams to grow their network and promote portfolio growth.
• Leverages available resources and technologies to optimize the customer experience with accuracy.
• Participates in ongoing training focused on building a book of business and meeting financial targets.
• Builds relationships with internal service providers based on client needs.
• Manages risk proactively in business, product, and service transactions.

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience Branding

Issue Management

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree, preferably in business-related field

Job description

Bank of America Merrill Wealth Management in the United States seeks participants for the Advisor Development Program - Financial Advisor-Partially Registered to build relationships with high-net-worth clients, assess goals, and deliver comprehensive investment recommendations.

You will train under Merrill Financial Advisor Teams, pursue licenses, and develop a book of business while balancing client needs, regulatory requirements, and growth opportunities within a collaborative, in-office