Financial Advisor - Merrill Advisor Development Program
Overview
Develop a book of business to exceed performance targets. Prioritize sourcing prospects and execute customized solutions. Recommend investment products aligned with client objectives. Balance growth and referral activities with compliance. Organize resources to run a productive practice. Seek specialist expertise for strategic planning. Complete mandatory training and continuing education. Build a successful career at Bank of America. Grow business knowledge through consultative approaches. Provide end-to-end advice and client presentations. Collaborate with banking partners to meet client needs.
What You'll Do11
- 1Handle inbound leads regarding Merrill offerings
- 2Position Merrill and Bank of America capabilities
- 3Collect client profile data following KYC procedures
- 4Serve as interim Financial Advisor providing recommendations
- 5Document interactions in Salesforce
- 6Assist with prospecting and networking to source clients
- 7Manage resources including time and budget
- 8Execute personalized investment strategies based on client profiles
- 9Balance growth initiatives with administrative compliance
- 10Seek specialist input for complex planning
- 11Complete training and performance goals
Requirements16
- 1Series 7 and 66 licenses
- 2One year financial services or sales experience
- 3One year investment industry experience
- 4Ability to engage and influence others
- 5Exceptional interpersonal and relationship building skills
- 6Strong written and verbal communication
- 7Quick trust-building and credibility establishment
- 8Needle-point assessment and solution recommendation
- 9Team collaboration and cross-functional partnership
- 10Active listening and probing techniques
- 11Goal-oriented and entrepreneurial mindset
- 12Proven client sourcing through prospecting
- 13Computer literacy and proficiency in Office applications
- 14Bachelor's degree or equivalent experience
- 15Adaptability to new technology
- 16Multitasking ability
Salary Insight
$80 - $90k per year
Location
Required Skills
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