Wealth Advisor Development Program – Trainee

Bank of America; Ponte Vedra Beach (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Access to extensive resources

Job summary

A financial services company is seeking a Financial Advisor in Ponte Vedra Beach, Florida. This position focuses on working with high-net-worth individuals to identify their needs and develop lasting relationships. The role includes extensive training through the Merrill Advisor Development Program, empowering you to deliver personalized investment strategies. Candidates must hold Series 7 & 66 licenses and have at least one year of financial service experience. Join us to build a successful career at a leading firm.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service industry.
• Exceptional interpersonal and relationship building skills.

Responsibilities

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

Skills

Business Acumen

Client Experience Branding

Portfolio Analysis

Wealth Planning

Active Listening

Emotional Intelligence

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A financial services company is seeking a Financial Advisor in Ponte Vedra Beach, Florida. This position focuses on working with high-net-worth individuals to identify their needs and develop lasting relationships. The role includes extensive training through the Merrill Advisor Development Program, empowering you to deliver personalized investment strategies. Candidates must hold Series 7 & 66 licenses and have at least one year of financial service experience. Join us to build a successful career at a leading firm.