Financial Advisor – East Bay Market
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Napa • California • United States
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Salary
💰 $80,000 - $90,000 per year
Job Level
About the role
- Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
- Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon experience to promote portfolio growth
- Developing a book of business to meet and exceed established performance hurdles
- Effectively prioritizing sourcing prospective clients, referring customers to the appropriate internal specialists, and executing highly customized solutions
- Recommending investment products and services suitable for prospects based on their objectives
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth according to day-to-day and longer-term planning
- Organizing and managing resources to run a productive practice
- Seeking the expertise of specialists 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 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 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
- industry-leading benefits
- access to paid time off
- resources and support to contribute to sustainable growth
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment productsfinancial goalsportfolio growthprospectingcustomer follow upadministrative complianceplanning strategiesinvestment trainingsales experienceperformance goals
Soft Skills
interpersonal skillsrelationship buildingeffective communicationcollaborationlistening skillsgoal orientedentrepreneurial mindsetinfluencetrust buildingproblem solving
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license