Wealth Advisor Development Program – Trainee

Bank of America; Santa Fe (NM); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching from local leadership

Collaboration with banking and investment partners

Job summary

A global financial services company seeks a Financial Advisor for their Advisor Development Program in Santa Fe, New Mexico. The role requires working with high-net-worth individuals to assess their financial needs and provide tailored investment recommendations. Ideal candidates will have strong communication skills and will engage with clients through a consultative approach. Comprehensive training and mentorship will be provided to help advance your career in wealth management.

Qualifications

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

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects the necessary client profile data, following standard KYC procedures.
• Serves as interim Financial Advisor, providing recommendations based on clients' objectives.

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

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

A global financial services company seeks a Financial Advisor for their Advisor Development Program in Santa Fe, New Mexico. The role requires working with high-net-worth individuals to assess their financial needs and provide tailored investment recommendations. Ideal candidates will have strong communication skills and will engage with clients through a consultative approach. Comprehensive training and mentorship will be provided to help advance your career in wealth management.