Wealth Advisor Development Program: Start Your Advisor Career

Bank of America; Cockeysville (MD); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Formulaic incentive eligibility

Job summary

Bank of America in Cockeysville, Maryland, is seeking a Financial Advisor in its Advisor Development Program. This role involves working with high-net-worth clients, developing relationships, and delivering personalized investment recommendations. Responsibilities also include mentoring by seasoned Financial Advisor Teams, handling client inquiries, and documenting interactions through Salesforce. Candidates must hold Series 7 & 66 licenses along with relevant experience in financial services and sales. The position offers a competitive salary ranging from $80k to $90k annually, along with industry-leading benefits.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service industry.
• Proven ability to assess needs and recommend appropriate solutions.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Recommends investment products based on clients' objectives.
• Documents all client interactions accurately within Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

Series 7 & 66 (or equivalent)

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America in Cockeysville, Maryland, is seeking a Financial Advisor in its Advisor Development Program. This role involves working with high-net-worth clients, developing relationships, and delivering personalized investment recommendations. Responsibilities also include mentoring by seasoned Financial Advisor Teams, handling client inquiries, and documenting interactions through Salesforce. Candidates must hold Series 7 & 66 licenses along with relevant experience in financial services and sales. The position offers a competitive salary ranging from $80k to $90k annually, along with industry-leading benefits.