Wealth Advisor Development Program: Start Advisory Career

NBMBAA; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Job summary

Merrill Wealth Management in Atlanta seeks an experienced Financial Advisor/Client Associate to serve high-net-worth clients, build relationships, review goals, and craft investment recommendations. The role leverages Merrill and Bank of America capabilities to support client objectives.

Ideal candidates hold Series 7 and 66, have at least one year in investments or financial services, and excel in prospecting, relationship building, and collaborative teamwork in a performance-driven environment.

Qualifications

• Bachelor's degree or higher in a related field.
• Minimum of one year in the investments industry or financial services.
• Experience in a sales environment with goals.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the capabilities of Merrill and Bank of America.
• Collects client profile data per KYC to open accounts as appropriate.
• Serves as interim Financial Advisor presenting suitable investment products.
• Documents all client interactions in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Client Solutions Advisory

Active Listening

Emotional Intelligence

Risk Management

Portfolio Analysis

Trading

Client Experience Branding

Engagement/Relationship Building

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management in Atlanta seeks an experienced Financial Advisor/Client Associate to serve high-net-worth clients, build relationships, review goals, and craft investment recommendations. The role leverages Merrill and Bank of America capabilities to support client objectives.

Ideal candidates hold Series 7 and 66, have at least one year in investments or financial services, and excel in prospecting, relationship building, and collaborative teamwork in a performance-driven environment.