Wealth Advisor Trainee — Partially Registered

Bank of America; Santa Rosa (CA); On-site; USD 52,000 - 59,000; Full time

Benefits offered by this job

Career development

Training and coaching

Business knowledge growth

End-to-end advisory exposure

Collaborative environment

Job summary

Bank of America Merrill Wealth Management is seeking a driven professional for the Advisor Development Program - Financial Advisor-Partially Registered. This program trains you to identify client needs, develop relationships, review goals, and prepare investment recommendations while mentored by experienced Merrill teams.

Responsibilities include building a book of business, sourcing clients, recommending suitable investments, and coordinating with banking and investment partners to serve

Qualifications

• SIE license currently held.
• 4+ years progressive professional and/or military experience.
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within allotted program time.

Responsibilities

• Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
• Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
• Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products in an effort to promote portfolio growth
• Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
• Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor
• Builds relationships with internal service providers based on client needs and asset thresholds
• Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience Branding

Issue Management

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree in Business

CFP

CRPC

Insurance Licenses

Job description

Bank of America Merrill Wealth Management is seeking a driven professional for the Advisor Development Program - Financial Advisor-Partially Registered. This program trains you to identify client needs, develop relationships, review goals, and prepare investment recommendations while mentored by experienced Merrill teams.

Responsibilities include building a book of business, sourcing clients, recommending suitable investments, and coordinating with banking and investment partners to serve