Wealth Advisor Trainee — Elite Training & Growth

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Comprehensive training programs

Job summary

A leading financial services company is seeking a Financial Advisor in Merrillville, Indiana. This role involves developing a business book, managing client relationships, and recommending investment strategies. Candidates should hold necessary financial licenses and possess strong relationship-building skills. Offering competitive earnings potential and world-class training, this position is pivotal for engaging and meeting client needs in an office-focused culture.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offering.
• Collect necessary client profile data, following standard KYC procedures.
• Serve as interim Financial Advisor, recommending suitable investment products.

Skills

Business Acumen

Client Solutions Advisory

Oral Communications

Wealth Planning

Analytical Thinking

Active Listening

Risk Management

Referral Management

Trading

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services company is seeking a Financial Advisor in Merrillville, Indiana. This role involves developing a business book, managing client relationships, and recommending investment strategies. Candidates should hold necessary financial licenses and possess strong relationship-building skills. Offering competitive earnings potential and world-class training, this position is pivotal for engaging and meeting client needs in an office-focused culture.