Wealth Management: Financial Advisor Trainee

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

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America’s Merrill Advisor Development Program seeks driven individuals to launch a career as a Financial Advisor. You will work with high-net-worth clients to identify needs, develop relationships, review goals, and deliver comprehensive recommendations.

Mentorship from Merrill Advisor Teams will help you grow your portfolio and skills. This role emphasizes in-office attendance with role-specific flexibility, training through our Academy, and a pathway to building a productive practice

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year experience in financial services and/or sales environment with goals met/exceeded.
• Minimum of one year experience in investments industry and knowledge of investment products/services.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship-building skills.
• Effective written and verbal communication skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Position the capabilities of Merrill and Bank of America.
• Collects client profile data following KYC to open accounts.
• Serve as interim Financial Advisor with recommendations based on objectives and risk profile.
• Document client interactions and opportunities in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Client Investments

Portfolio Analysis

Risk Management

Active Listening

Client Advisory

Emotional Intelligence

Referral Management

Trading

Education

Series 7 & 66 licenses

Bachelor's degree

Tools

Salesforce

Job description

Bank of America’s Merrill Advisor Development Program seeks driven individuals to launch a career as a Financial Advisor. You will work with high-net-worth clients to identify needs, develop relationships, review goals, and deliver comprehensive recommendations.

Mentorship from Merrill Advisor Teams will help you grow your portfolio and skills. This role emphasizes in-office attendance with role-specific flexibility, training through our Academy, and a pathway to building a productive practice