Bank of America

Bank of America

Team Financial Advisor

Atlanta · Full-time

Sponsorship not specifiedDetected 8 hours ago
SalesBusiness DevelopmentOutbound SalesExcelLeadershipCommunicationCollaborationMentoringMicrosoft Office

About the role

  • Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
  • We believe trust comes from transparency.

Responsibilities

  • Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
  • Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.

Requirements

  • Proven ability to engage with and influence others
  • Proven ability to assess needs of clients and recommend appropriate solutions/interventions
  • Proven ability to listen and probe for clarity and understanding
  • Ability to source clients through prospecting and networking
  • Ability to work in an environment where the majority of your compensation is tied to your performance
  • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications
  • At minimum a Bachelor's Degree
  • Demonstrated track record of success
  • Proficiency in using Sales Force / Client Relationship Manager Tool
  • Strong understanding of the Financial Advisor role This position is subject to SAFE Act registration requirements.

Skills

  • One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.
  • Opportunity and Inclusion Each employee brings unique skills, background and opinions.

Compensation

  • https://careers.bankofamerica.com/en-us/pay-transparency

Company info

  • Financial Advisor receives: • The strength and name recognition of Merrill and Bank of America. • World class training throughout their career with Merrill Wealth Management • State of the art software programs to assist in your success • Access to a full array of investment and banking products for your clients • Coaches or mentors located within your office to work with you towards your success Ideal candidates:
  • Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor.
  • Successful candidates have at least three years of full time sales experience in ever more challenging environments.
  • The sales experience should include the successful use of outbound sales techniques to exceed sales goals.
  • Financial acumen gained through work experience is ideal.
  • Essential Duties and Responsibilities: • Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles. • Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance). • Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course. • Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training.
  • In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge. • Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program.
  • Required Qualifications • 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 of clients 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 • Ability to source clients through 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 Desired Qualifications • At minimum a Bachelor's Degree • Demonstrated track record of success • Proficiency in using Sales Force / Client Relationship Manager Tool • Strong understanding of the Financial Advisor role 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.
  • Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
  • The strength and name recognition of Merrill and Bank of America.
  • World class training throughout their career with Merrill Wealth Management
  • State of the art software programs to assist in your success
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This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.