Wealth Manager Trainee: Team Financial Advisor Program

Bank of America; Beverly Hills (CA); On-site; USD 43,000 - 53,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Team Financial Advisor Development Program participant in Beverly Hills. This role involves building a client book, sourcing prospects, and delivering tailored investment solutions to clients while navigating compliance and performance goals.

Ideal candidates bring at least a bachelor’s degree and demonstrated sales success. Training, mentorship, and access to Merrill Wealth Management tools accompany the development path to a full Financial

Qualifications

• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication.

Responsibilities

• Developing a book of business to meet performance hurdles.
• Source prospective clients and leverage referrals.
• Recommend investment products based on client objectives and risk profile.
• Balance growth, referrals, follow-up, and compliance in daily activities.

Skills

Proven ability to engage with andInflu

Interpersonal skills

Effective communication

Source clients through prospecting

Team collaboration

Education

Bachelor's Degree

Tools

Salesforce

CRM Tool

Job description

Bank of America Merrill Wealth Management is seeking a Team Financial Advisor Development Program participant in Beverly Hills. This role involves building a client book, sourcing prospects, and delivering tailored investment solutions to clients while navigating compliance and performance goals.

Ideal candidates bring at least a bachelor’s degree and demonstrated sales success. Training, mentorship, and access to Merrill Wealth Management tools accompany the development path to a full Financial