Merrill Advisor Development Program - Financial Advisor: Capitol Market
Bank of America (GHR)
Multiple Locations, US
Financial advisor role
Client relationship management
Investment product 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 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.
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
Financial Advisor role
Client relationship management
Investment product recommendations
Sales and prospecting
Performance-based compensation
Nice-to-have
Entrepreneurial mindset
Adaptable to new technology
Culture-driven environment
Resilient and results-focused
Key Requirements
Series 7 & 66 (or 63 & 65) licenses
Minimum one year financial services/sales experience
Minimum one year investments industry experience
Proven ability to engage and influence others
Proven ability to assess needs and recommend solutions