Elite Financial Advisor
hace 3 días
At Bank of America, we're driven by a mission to help make financial lives better for our clients and communities. As an Elite Financial Advisor with Merrill, you'll play a vital role in achieving this goal. Job Summary
This is a unique opportunity for a motivated individual to join our team as an Elite Financial Advisor in the Columbia, SC office. As a key member of our wealth management team, you'll be responsible for advising and guiding high net worth clients on how to achieve their financial goals. With access to industry-leading tools and resources, you'll be equipped to deliver personalized investment strategies that meet the evolving needs of your clients.
The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. If you're passionate about delivering exceptional client service and have a proven track record of success in a sales or financial services environment, we encourage you to apply.
About the Role
As an Elite Financial Advisor, you'll have the opportunity to work closely with affluent and high net worth clients, identifying their financial needs and developing tailored investment plans to meet those needs. You'll also be responsible for building and maintaining strong relationships with clients, leveraging your expertise to provide guidance on personal investing tools and resources. In addition, you'll have access to ongoing training and professional development opportunities to ensure you stay up-to-date on the latest industry trends and best practices.
Key Responsibilities
* Advise and guide high net worth clients on investment strategies and solutions
* Develop and maintain strong relationships with clients, leveraging your expertise to provide personalized service
* Identify and pursue new business opportunities through networking and referrals
* Stay up-to-date on industry trends and best practices through ongoing training and professional development
Requirements
* Currently holds SIE certification
* 4+ years of progressive professional and/or military experience
* Ability to obtain Series 7 & 66 licenses within allotted program time
* Self-starter with excellent time management and capacity-building skills
* Strong relationship-builder with excellent communication and interpersonal skills
* Collaborative mindset with ability to work effectively with others
Desired Skills
* Experience working in the financial services industry or a sales environment
* Strong computer skills and ability to multitask in a fast-paced environment
* Bachelor's degree in a business-related field
* Proven ability to partner and promote lead generation
* Experience balancing investment management, sales activities, and new client development
Benefits
As an Elite Financial Advisor with Merrill, you'll enjoy a range of benefits, including:
* Competitive salary: $80,000 - $100,000 per year
* Ongoing training and professional development opportunities
* Access to industry-leading tools and resources
* Collaboration with experienced professionals who share your passion for delivering exceptional client service
* Opportunities for career advancement and professional growth
Why Bank of America?
We're committed to building a workplace where every employee has the opportunity to achieve their goals, regardless of their background or experience. We believe diversity makes us stronger and are dedicated to creating an inclusive environment where all employees feel valued and supported. Our company culture is built on a shared purpose to help make financial lives better for our clients and communities, and we're looking for talented individuals who share this vision.
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