Wealth Advisor Development Program – Trainee

Bank of America; Florida; On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

World class training and onboarding programs

One-on-one coaching from local leaders

Collaborative work environment

Job summary

A leading financial services company is seeking a Financial Advisor in Florida to work with high-net-worth clients, identifying needs and delivering personalized recommendations. As part of the Merrill Advisor Development Program, you will be trained to develop a book of business and utilize a consultative approach to meet client needs. Candidates must hold relevant licenses and have a strong background in finance and client relationship management. This role offers a collaborative environment focusing on your growth and success.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial service industry.
• Proven ability to engage and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Recommends investment products suitable for clients based on their objectives.
• Documents all client interactions and opportunities 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 or equivalent experience

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services company is seeking a Financial Advisor in Florida to work with high-net-worth clients, identifying needs and delivering personalized recommendations. As part of the Merrill Advisor Development Program, you will be trained to develop a book of business and utilize a consultative approach to meet client needs. Candidates must hold relevant licenses and have a strong background in finance and client relationship management. This role offers a collaborative environment focusing on your growth and success.