Wealth Advisor Development Program - Partially Registered

Bank of America Corporation; Santa Rosa (CA); In loco; USD 53.000 - 60.000; Tempo pieno

Descrizione del lavoro

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor-Partially Registered to work with high-net-worth clients in a Merrill branch. The role focuses on identifying needs, building relationships, reviewing goals, and delivering comprehensive investment recommendations aligned with clients' objectives.

You will collaborate with Merrill Advisor Teams, build a sustainable book of business, and pursue ongoing training and certifications.

Competenze

• Bachelor's degree in finance, business, or related field.
• FINRA SIE license required or pursuing within program.
• Strong relationship-building and client-focused mindset.
• Ability to explain complex financial concepts clearly to clients.

Mansioni

• Develop a book of business by meeting and exceeding performance goals.
• Source prospective clients and referrals, and present tailored investment strategies.
• Collaborate with Merrill Financial Advisor Teams to drive portfolio growth.
• Deliver end-to-end financial advice and client reviews with confidence.

Conoscenze

Relationship management

Financial advisory

Sales skills

Communication

Formazione

Bachelors in Finance/Business

FINRA SIE

Strumenti

CRM software

Descrizione del lavoro

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor-Partially Registered to work with high-net-worth clients in a Merrill branch. The role focuses on identifying needs, building relationships, reviewing goals, and delivering comprehensive investment recommendations aligned with clients' objectives.

You will collaborate with Merrill Advisor Teams, build a sustainable book of business, and pursue ongoing training and certifications.