Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market
On-siteDallas, Texas, United States or Frisco, Texas, United States
Job Summary
Develop a book of business by sourcing prospective clients, capitalizing on referrals, and executing customized solutions to meet client needs. Review financial goals for high-net-worth individuals, deliver comprehensive recommendations aligned with their objectives, and recommend suitable investment products based on their risk profile and time horizon. Serve as an interim Financial Advisor, servicing client accounts, collecting profile data following KYC procedures, and documenting all interactions within Salesforce. Balance investment growth, referral activities, customer follow-up, and prospect building while managing resources to run a productive practice. Complete mandated training, assessments, and performance goals to build a successful career at Bank of America.
Required Qualifications
- 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 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
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
- Required to register and submit to the required SAFE Act background check and registration process
Desired Qualifications
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.