Merrill Advisor Development Program - Financial Advisor: Bloomfield Hills Greater Detroit Market
Bank of America (GHR)
Bloomfield Hills, Michigan, US
Develop a book of business
Source prospective clients
Deliver comprehensive recommendations
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor
Job Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
As an 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.
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
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Skills & Requirements
Must-have
Develop a book of business
Source prospective clients
Deliver comprehensive recommendations
In-office culture attendance
Sales environment experience
Nice-to-have
Entrepreneurial mindset
Build trust and credibility
Adapt to new technology
Collaborate with partners
Emotional intelligence
Key Requirements
Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum one year financial service industry experience
Minimum one year investments industry experience
Proven ability to engage and influence
Proven ability to assess needs and recommend solutions