Wealth Management Advisor Development Program

Bank of America; Tyler (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Collaborative work environment

Job summary

A leading financial institution in Tyler, Texas, seeks a Financial Advisor for the Merrill Advisor Development Program. This role involves working with high-net-worth individuals, developing relationships, and providing tailored investment solutions. Candidates must hold Series 7 & 66 licenses and have proven sales experience. Strong communication and interpersonal skills are key. The position offers comprehensive training and the opportunity for career growth within an established banking network.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial service or sales.
• Proven ability to engage with and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Serves as interim Financial Advisor, providing recommendations.
• Documents all client interactions and opportunities accurately.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Active Listening

Referral Management

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution in Tyler, Texas, seeks a Financial Advisor for the Merrill Advisor Development Program. This role involves working with high-net-worth individuals, developing relationships, and providing tailored investment solutions. Candidates must hold Series 7 & 66 licenses and have proven sales experience. Strong communication and interpersonal skills are key. The position offers comprehensive training and the opportunity for career growth within an established banking network.