Merrill Advisor Development Program - Financial Advisor: Greater Virginia Market
Bank of America (GHR)
Richmond, United States
Series 7 & 66 licenses
Financial service sales experience
Investment products knowledge
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
Series 7 & 66 licenses
financial service sales experience
investment products knowledge
client relationship building
goal and results oriented
entrepreneurial prospecting skills
Nice-to-have
adapt to new technology
execute multiple tasks
analytical thinking
emotional intelligence
business acumen
Key Requirements
Series 7 & 66 (63 & 65 in lieu of 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 and recommend solutions
Proven ability to work collaboratively
Proven ability to listen and probe
Computer/technical literacy and proficiency in Microsoft Office