Financial Advisor – Merrill Advisor Development Program
Bank of America
full-time
Posted on:
Location Type: Office
Location: Auburn Hills • Missouri • United States
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Job Level
About the role
- Developing a book of business in order to meet and exceed established performance hurdles.
- Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences.
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning.
- Organizing and managing resources (time, people, budget) to run a productive practice.
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
- 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
- Professional development opportunities
- Flexible working arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment productsinvestment servicesfinancial analysisprospectingcustomer needs assessmentperformance goalsadministrative complianceplanning strategiesrisk profile analysissales techniques
Soft Skills
interpersonal skillsrelationship buildingeffective communicationcollaborationlistening skillsgoal orientationentrepreneurial mindsetinfluencetrust buildingfollow-through
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license