Bank of America Merrill Lynch Financial Advisor Development Program, Columbus
Job Description
Merrill Lynch Financial Advisor Development Program
Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best-in-class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financial advisor. We’ll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more.
You will also be able to use the deep resources and full capabilities of both Merrill Lynch and Bank of America. With our tools, powerful platform and ongoing team support, you can spend more time on what matters most to you and your clients. Our open-door, collaborative culture will give you the type of leadership support you need and the confidence that your firm is always behind you.
Benefits and Offers
Base salary through the full 43 months with bonus potential
Preparation for registration exams, including Series 7 and Series 66
Ongoing access to firm and banking partners to meet client needs
Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office
Wealth Outlook tools platform to manage clients’ goals-based financial strategies
Duties and Responsibilities
Your main responsibilities in this role include the following:
As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals.
Developing and/or growing a book of business to meet and exceed pre-defined goals
Effectively sourcing prospective clients
Recommending investment products and services that are suitable for prospects and clients based on their goals
Balancing investment management, sales activities, and new client development
Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship
Job Requirements
You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients’ best interests.
Strong relationship and interpersonal skills
Bachelor’s degree or higher
Job Details
Company Name: Bank of America
Employment Type: Full-time
Job Location: Columbus, GA, United States
Share Your Thoughts
No comments: