Wealth Advisor Development Program - Training & Mentorship

Bank of America; Beaufort (SC); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Job summary

Bank of America’s Merrill Wealth Management is seeking an ambitious Merrill Advisor Development Program – Financial Advisor. You will identify client needs, build relationships, review goals, and deliver comprehensive recommendations aligned with clients’ objectives.

You will be mentored by Merrill Financial Advisor Teams to grow a personal practice, source clients through referrals and networking, and balance growth with compliance and ongoing education requirements.

Qualifications

• Licensed in Series 7 & 66 (63 & 65 in lieu of 66) is required.
• Minimum 1 year in financial services or sales with measurable results.
• Minimum 1 year in investments industry with product knowledge.
• Proven ability to engage and influence others.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the capabilities of Merrill and Bank of America.
• Collect client profile data per KYC procedures to open accounts.
• Serve as interim Financial Advisor; provide recommendations and service client accounts.
• Document all client interactions and opportunities 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

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is seeking an ambitious Merrill Advisor Development Program – Financial Advisor. You will identify client needs, build relationships, review goals, and deliver comprehensive recommendations aligned with clients’ objectives.

You will be mentored by Merrill Financial Advisor Teams to grow a personal practice, source clients through referrals and networking, and balance growth with compliance and ongoing education requirements.