Wealth Advisor Development Program – Trainee

Bank of America; Winston-Salem (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Defined consultative approach

Job summary

A leading financial services firm is seeking a Financial Advisor in Winston-Salem, North Carolina. The successful candidate will work with high-net worth individuals to identify their needs, develop relationships, and provide investment recommendations. This role includes training from award-winning programs and mentoring by experienced advisors. Candidates should have relevant licenses, a strong sales background, and excellent interpersonal skills. The firm's commitment to diversity and inclusion makes it a supportive workplace for all.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial services industry or sales environment.
• Proven ability to engage with and influence others.
• Strong follow-through skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects necessary client profile data following KYC procedures.
• Serves as interim Financial Advisor providing recommendations.
• Documents all client interactions accurately in 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

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services firm is seeking a Financial Advisor in Winston-Salem, North Carolina. The successful candidate will work with high-net worth individuals to identify their needs, develop relationships, and provide investment recommendations. This role includes training from award-winning programs and mentoring by experienced advisors. Candidates should have relevant licenses, a strong sales background, and excellent interpersonal skills. The firm's commitment to diversity and inclusion makes it a supportive workplace for all.