Wealth Advisor in Training: Grow a High-Net-Worth Practice

Bank of America; Pleasanton (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Training and coaching opportunities

Job summary

A leading financial services organization is seeking a Financial Advisor as part of the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, identifying their financial needs and providing tailored investment solutions. The position emphasizes career growth through extensive training and mentorship, aiming to equip you with the skills necessary to succeed in wealth management. The role offers competitive compensation and benefits along with performance-based incentives.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial services industry.
• Proven ability to engage with and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects necessary client profile data to open accounts.
• Serves as interim Financial Advisor for clients.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Solutions Advisory

Emotional Intelligence

Education

Bachelor's degree in related field

Tools

Salesforce

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

A leading financial services organization is seeking a Financial Advisor as part of the Advisor Development Program. In this role, you will build relationships with high-net worth individuals, identifying their financial needs and providing tailored investment solutions. The position emphasizes career growth through extensive training and mentorship, aiming to equip you with the skills necessary to succeed in wealth management. The role offers competitive compensation and benefits along with performance-based incentives.