Merrill Advisor Development Program - Financial Advisor: North Virginia Market

Bank of America (GHR)

North Virginia, USA
Develop a book of business
Sourcing prospective clients
Recommending investment products
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients

Job Summary

  • As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
  • The Merrill Advisor Development Program- Financial Advisor engages in developing a book of business in order to meet and exceed established performance hurdles.
  • We’ll help you build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.

Matching Summary

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.

Skills & Requirements

Must-have

  • Develop a book of business
  • Sourcing prospective clients
  • Recommending investment products
  • Client relationship management
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Adapt to new technology
  • Culture driven and resilient
  • Diversity in thoughts and backgrounds

Key Requirements

  • Series 7 & 66 licenses
  • Minimum one year financial service/sales experience
  • Minimum one year investments industry experience
  • Proven ability to engage and influence
  • Proven ability to assess needs
  • Proven ability to work collaboratively
  • Proven ability to listen and probe
  • Goal and results oriented
  • Computer/technical literacy

Work Rights

Not specified

Tailored Resume

Cover Letter