Merrill Advisor Development Program - Financial Advisor: West Central Michigan Market

Bank of America (GHR)

West Central Michigan, USA
Develop a book of business
Source prospective clients
Recommend investment products
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
  • Recommend investment products
  • Client relationship management
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Interpersonal and relationship building
  • Culture driven and resilient
  • Adapt to new technology

Key Requirements

  • Series 7 & 66 licenses
  • Minimum one year financial service experience
  • Minimum one year investments industry experience
  • Proven ability to engage and influence
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter