Wealth Advisor Development Program: Build a High-Impact Practice

Bank of America

Columbia, SC

JOB DETAILS
SKILLS
Develop and Maintain Customers, Entrepreneurship, Financial Planning, Financial Services, High Net Worth, Interpersonal Skills, Resolve Customer Issues, Sales Management, Salesforce.com, Series 7, Set Goals
LOCATION
Columbia, SC
POSTED
Today

Bank of America is seeking a Financial Advisor for its Merrill Advisor Development Program. This role involves working with high-net-worth clients to identify their financial goals and providing tailored investment solutions. Ideal candidates should have Series7 & 66 licenses and minimum one year of experience in financial services.Responsibilities include developing a client book, addressing inquiries, and managing client accounts effectively using Salesforce. A strong entrepreneurial mindset and interpersonal skills are crucial for success.#J-18808-Ljbffr

About the Company

B

Bank of America