Wealth Advisor Development Program – Trainee

Bank of America; Columbia (SC); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Collaborative work environment

Job summary

A leading financial institution is seeking a Financial Advisor to join their Wealth Management team in South Carolina. The role involves working with high-net-worth clients, developing relationships, and delivering tailored financial recommendations. The candidate should have relevant licenses, strong interpersonal skills, and a proven ability to succeed in a competitive environment. This position offers extensive training and growth opportunities to build a successful career in financial services.

Qualifications

• Proven ability to work collaboratively on a team.
• Exceptional interpersonal and relationship building skills.
• Minimum of one year experience in the investments industry.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects necessary client profile data.
• Serves as interim Financial Advisor, providing recommendations.

Skills

Business Acumen

Prospecting

Active Listening

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

A leading financial institution is seeking a Financial Advisor to join their Wealth Management team in South Carolina. The role involves working with high-net-worth clients, developing relationships, and delivering tailored financial recommendations. The candidate should have relevant licenses, strong interpersonal skills, and a proven ability to succeed in a competitive environment. This position offers extensive training and growth opportunities to build a successful career in financial services.