Wealth Advisor Trainee: Build Your Client Book & Impact

Bank of America Corporation; Grosse Pointe (MI); In loco; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

World-class training

One-on-one coaching

End-to-end client advisory

Descrizione del lavoro

Bank of America Merrill Wealth Management is seeking professionals for the Advisor Development Program - Financial Advisor to work with high-net-worth clients. You will identify needs, build relationships, review goals, and deliver comprehensive recommendations aligned with client objectives.

You will be mentored by Merrill Financial Advisor Teams to grow your experience and practice. The program emphasizes training, coaching, and collaboration with core banking and investment partners to

Competenze

• Holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year experience in the financial services industry or sales with performance.
• Minimum of one year experience in the investments industry and knowledge of investment products and services.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship-building skills.
• Effective written and verbal communication skills with ability to quickly build trust.

Mansioni

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects client profile data, following KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor, providing recommendations based on client objectives and servicing accounts.
• Documents all client interactions and opportunities within Salesforce accurately.

Conoscenze

Business Acumen

Prospecting

Oral Communications

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Referral Management

Trading

Formazione

Bachelor's degree

Strumenti

Microsoft Word

PowerPoint

Excel

Salesforce

Descrizione del lavoro

Bank of America Merrill Wealth Management is seeking professionals for the Advisor Development Program - Financial Advisor to work with high-net-worth clients. You will identify needs, build relationships, review goals, and deliver comprehensive recommendations aligned with client objectives.

You will be mentored by Merrill Financial Advisor Teams to grow your experience and practice. The program emphasizes training, coaching, and collaboration with core banking and investment partners to