Wealth Advisor Development Program – Trainee

Bank of America; Macon (GA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

World class training and on-boarding programs

One-on-one coaching from local leadership

Career development opportunities

Job summary

A leading financial institution in the United States is seeking a Financial Advisor through the Merrill Advisor Development Program. This role involves working closely with high-net worth individuals to identify their needs and deliver tailored financial guidance. Candidates must have strong communication skills, relevant licenses, and an entrepreneurial mindset geared towards building a successful practice. The company offers extensive training and supports a collaborative work environment to foster career growth.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services or sales environment.
• Proven ability to engage and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Documents all client interactions and opportunities accurately in Salesforce.
• Serves as interim Financial Advisor providing suitable recommendations.

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

PowerPoint

Excel

Job description

A leading financial institution in the United States is seeking a Financial Advisor through the Merrill Advisor Development Program. This role involves working closely with high-net worth individuals to identify their needs and deliver tailored financial guidance. Candidates must have strong communication skills, relevant licenses, and an entrepreneurial mindset geared towards building a successful practice. The company offers extensive training and supports a collaborative work environment to foster career growth.