Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market

Bank of America

Greater Alabama Market, USA
On-site
Develop client relationships
Provide investment recommendations
Manage client portfolios
The Merrill Advisor Development Program at Bank of America seeks individuals interested in becoming Financial Advisors within the Greater Alabama Market. The program focuses on building relationships with high-net-worth clients, offering comprehensive wealth management solutions while emphasizing a strong in-office culture

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • 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

Match Score: 75

The Merrill Advisor Development Program at Bank of America seeks individuals interested in becoming Financial Advisors within the Greater Alabama Market. The program focuses on building relationships with high-net-worth clients, offering comprehensive wealth management solutions while emphasizing a strong in-office culture.

Skills & Requirements

Must-have

  • Develop client relationships
  • Provide investment recommendations
  • Manage client portfolios
  • Source prospective clients
  • Collaborate with specialists

Nice-to-have

  • Entrepreneurial mindset
  • Build trust and credibility
  • Results focused and effective
  • Culture driven

Key Requirements

  • Series 7 & 66 licenses
  • 1+ year financial services/sales experience
  • 1+ year investments industry experience
  • Proven ability to engage and influence
  • Exceptional interpersonal skills
  • Effective communication skills
  • Proven ability to assess needs
  • Proven ability to work collaboratively
  • Proven ability to listen and probe
  • Goal and results oriented
  • Ability to work on performance-based compensation
  • Strong follow-through skills
  • Proficiency in Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

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