Wealth Advisor – High-Net-Worth Growth Program

Bank of America Corporation; Honolulu (HI); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Bank of America and Merrill Wealth Management invite qualified professionals to join the Advisor Development Program as a Financial Advisor. You will identify client needs, build relationships, review goals, and present comprehensive recommendations for existing and prospective clients.

The program offers mentoring by Merrill Financial Advisor Teams and corporate training to grow your portfolio and career within a trusted, large-scale wealth management platform.

Qualifications

• Series 7 and 66 licenses required (or 63/65 in lieu).
• Minimum of one year of experience in the investments industry with investment product knowledge.
• Minimum of one year of experience in financial services or a sales environment with a track record of meeting/exceeding goals.
• Strong interpersonal and relationship-building skills with effective communication and a client-focused approach.

Responsabilités

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor, recommending investment products and services aligned with client objectives and servicing accounts.
• Documents all client interactions and opportunities in Salesforce.

Connaissances

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

Formation

Bachelor's degree

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America and Merrill Wealth Management invite qualified professionals to join the Advisor Development Program as a Financial Advisor. You will identify client needs, build relationships, review goals, and present comprehensive recommendations for existing and prospective clients.

The program offers mentoring by Merrill Financial Advisor Teams and corporate training to grow your portfolio and career within a trusted, large-scale wealth management platform.