Merrill Edge Financial Solutions Advisor Development Program Lehigh Acres Financial Center
Company: Bank of America
Location: Lehigh Acres
Posted on: June 4, 2019
Job Description:Few things impact people s lives as much as their
finances. Make a difference where it counts by joining our
industry-leading wealth management team at Bank of America and
Merrill Lynch. We re looking for the next generation of financial
advisors those with a passion for people and drive to build a
business that makes their financial lives better. Going beyond
portfolios and investment strategies, you ll consider a client s
entire, complex financial picture, and then guide them with advice
and solutions to help them live their best financial lives.
The Advisor Development Program will help you get the necessary
training and guidance along a defined path to become the financial
advisor you want to be. From marketing yourself to managing a
practice, we ll equip you with everything you need as you move
through the stages of development. The Financial Advisor Stage I
role is the first step. At this stage, you ll earn the required
licenses, start building the relationships that can shape your
career, and be exposed to the products, platforms and tools you
need to serve clients.
We ll help you
Get training and one-on-one mentorship from managers who are
invested in your success. You ll enroll in our Consumer Academy to
develop as an advisor.
Grow your network to eventually grow your business. Leverage our
relationships with one out of two households in the U.S. Starting
at a financial center, you ll interact with banking customers,
small business owners and higher net worth clients alike.
Build connections. Work in the center of the financial universe,
tapping into a range of experts, from mortgage lenders to
Provide end-to-end comprehensive advice. Deliver client
reviews/presentations with confidence, including reviews of
investment goals, and recommend wealth management strategies to
help clients achieve their goals.
Get smart on core banking and investment solutions. Connect clients
to all of the solutions we provide through Bank of America and
Merrill Lynch to meet virtually all of their financial needs.
Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120
days a requirement for the role.
As an advisor, you can look forward to
Unlimited potential for financial growth
A strong referral base from across the business that will give you
a leg-up on client acquisition
Robust marketing support to reach wider audiences with greater
Ongoing professional development to deepen your skills and optimize
your practice as the industry evolves and changes
Leadership opportunities, from leading client and conference
seminars to mentoring junior associates
You re the kind of person who
Sets and accomplishes goals, achieving whatever you put your mind
Is comfortable in a sales role, finding ways to nurture strong
relationships with prospective clients.
Communicates clearly and confidently with customers from all walks
Works well with others and collaborates productively to get things
Can manage complexity, prioritize tasks and execute in a fast-paced
Likes to learn on your feet, adapting to new information and
seeking the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and will incorporate relevant regulatory due diligence
into daily to-do s and long-term strategies for clients.
You ll be even more prepared if you have
Strong computer skills with an ability to multitask in a demanding
A bachelor s degree, or 1-2 years experience working in the
financial service industry and/or a sales environment where goals
were met or exceeded
We re a culture that
Has a place for everyone committed to the work. We provide
continuous training and developmental opportunities to help people
achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to
and meet the diverse needs of our clients and customers around the
Is committed to advancing our tools, technology and ways of
working. We always put our clients first to meet their evolving
Believes in responsible growth and has a proven dedication to
supporting the communities we serve.
This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the
federal registry system and remain in good standing. Since your
position requires SAFE Act registration, you will be required to
register and to submit to the required SAFE Act background check
and registration process. Failure to obtain and/or maintain SAFE
Act registration may result in your immediate termination.Shift:1st
shift (United States of America)Hours Per Week: 40 Associated
topics: agent, broker, customer, health, inside sales, outside
sales, phone, sales position, sales representative, sell
Keywords: Bank of America, Lehigh Acres , Merrill Edge Financial Solutions Advisor Development Program Lehigh Acres Financial Center , Other , Lehigh Acres, Florida
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