Wealth Advisor in Training — Build Your Book

Bank of America Corporation; San Francisco (CA); Vor Ort; USD 53.000 - 60.000; Vollzeit

Zusammenfassung

Bank of America Merrill Wealth Management is seeking a driven professional for the Advisor Development Program - Financial Advisor-Partially Registered. You will work with high-net-worth individuals, identify needs, and deliver comprehensive investment guidance under mentorship from Merrill teams.

You’ll develop client relationships, review goals, and progress toward licenses while gaining exposure to core banking and investment solutions in an in-office, collaborative environment.

Qualifikationen

• SIE certification and 4+ years of progressive professional/military experience.
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within allotted program time.
• Is a self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever one sets their mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently with clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks right solutions for clients.

Aufgaben

• Develop and grow a book of business to meet performance hurdles.
• Prioritize sourcing clients, leverage referrals, assess needs, and tailor solutions.
• Recommend investments aligned with client objectives and risk profile.
• Balance growth, referrals, client follow-up, and compliance in daily work.
• Organize resources to run a productive practice.
• Collaborate with specialists to design planning and investment strategies.
• Complete mandated training and ongoing education.

Kenntnisse

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience

Prospecting

Referral Identification

Sales Performance Management

Ausbildung

Bachelor's Degree, preferably in business-related field

Jobbeschreibung

Bank of America Merrill Wealth Management is seeking a driven professional for the Advisor Development Program - Financial Advisor-Partially Registered. You will work with high-net-worth individuals, identify needs, and deliver comprehensive investment guidance under mentorship from Merrill teams.

You’ll develop client relationships, review goals, and progress toward licenses while gaining exposure to core banking and investment solutions in an in-office, collaborative environment.