Wealth Advisor Development Program | Training & Growth

Bank of America; Macon (GA); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Bank of America’s Merrill Wealth Management invites applicants to join the Advisor Development Program as a Financial Advisor. You will build relationships with high-net-worth clients, assess financial goals, and deliver comprehensive recommendations while being mentored by experienced teams.

Required qualifications include Series 7 and 66 licenses, at least 1 year in financial services or sales, and strong communication and interpersonal skills.

Formación

• Current Series 7 & 66 licenses (63/65 in lieu of 66)
• Minimum 1 year in financial services or sales with targets met
• Minimum 1 year in investments industry with product knowledge
• Proven ability to engage with and influence others
• Excellent interpersonal and communication skills

Responsabilidades

• Handle inbound inquiries regarding Merrill offerings
• Position Merrill/Bank of America capabilities to clients
• Collect client profile data following KYC to open accounts
• Serve as interim Financial Advisor with investment recommendations
• Document client interactions in Salesforce accurately

Conocimientos

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

Educación

Bachelor's degree

Herramientas

Salesforce

Descripción del empleo

Bank of America’s Merrill Wealth Management invites applicants to join the Advisor Development Program as a Financial Advisor. You will build relationships with high-net-worth clients, assess financial goals, and deliver comprehensive recommendations while being mentored by experienced teams.

Required qualifications include Series 7 and 66 licenses, at least 1 year in financial services or sales, and strong communication and interpersonal skills.