Financial Advisor – Merrill Advisor Development Program
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Indianapolis • United States
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Job Level
About the role
- Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
- Collaborating with and being mentored by Merrill Financial Advisor Teams to promote portfolio growth
- Developing a book of business to meet and exceed established performance hurdles
- Effectively prioritizing sourcing prospective clients, capitalizing on referrals, and assessing customer needs
- Recommending investment products and services suitable for prospects based on their objectives
- Balancing investment growth, referral activities, customer follow up, and administrative compliance
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking expertise of specialists to identify planning and investment strategies for clients
- Completing mandated training, assessments, performance goals, and continuing education requirements
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
- Proven ability to assess needs of and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- World-class training and on-boarding programs
- Flexibility to employees based on various roles
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment productsfinancial goalsportfolio growthinvestment strategiescustomer needs assessmentperformance goalsprospectingnetworkingadministrative compliancesales experience
Soft Skills
interpersonal skillsrelationship buildingcommunication skillstrust buildingcollaborationlistening skillsgoal orientedresults orientedentrepreneurial mindsetfollow-through skills
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license