Wealth Management Advisor Development Program
Bank of America
14 days+
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Benefits offered by this job
Job summary
A leading financial services firm is seeking a Financial Advisor for the Advisor Development Program. The role focuses on building client relationships and providing guidance tailored to high-net-worth individuals. Candidates should possess licenses such as Series 7 & 66, exhibit exemplary communication skills, and have a background in financial services or sales. Competitive salary and extensive training will be provided as part of a supportive environment in Springfield, Massachusetts.
Qualifications
- Currently holds Series 7 & 66 licenses.
- Minimum of one year experience in financial services or sales.
- Proven ability to engage and influence others.
Responsibilities
- Handles inbound inquiries regarding Merrill offerings.
- Documents all client interactions accurately in Salesforce.
- Recommends investment products and services based on client needs.
Skills
Business Acumen
Business Development
Oral Communications
Prospecting
Wealth Planning
Analytical Thinking
Client Experience Branding
Client Investments Management
Portfolio Analysis
Risk Management
Active Listening
Client Solutions Advisory
Emotional Intelligence
Referral Management
Trading
Education
Bachelor's degree
Financial services industry experience
Tools
Salesforce
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Job description
A leading financial services firm is seeking a Financial Advisor for the Advisor Development Program. The role focuses on building client relationships and providing guidance tailored to high-net-worth individuals. Candidates should possess licenses such as Series 7 & 66, exhibit exemplary communication skills, and have a background in financial services or sales. Competitive salary and extensive training will be provided as part of a supportive environment in Springfield, Massachusetts.
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