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Job Description:The Financial Advisor Trainee engages in:Developing a book of business in order to meet and exceed the required performance hurdlesEffectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needsRecommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferencesBalancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planPlanning and managing resources (time, people, budget) to run a productive practiceSeeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a clientEstablishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policiesCompleting mandated training, assessments, performance goals and continuing education requirementsThe Financial Advisor Trainee receives: The strength and name recognition of Merrill Lynch and Bank of America.A base salary through the full three plus years in the PMD program. This roll will become a fully commissioned position after completion of the PMD program.World class training throughout their career with Merrill LynchState of the art software programs to assist in your successAccess to a full array of investment and banking products for your clientsCoaches or mentors located within your office to work with you towards your successIdeal candidates:The PMD 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 Financial Advisor Trainee must acquire clients through personalized marketing techniques to meet minimum performance hurdles.Registration and Licensing Requirement: A Financial Advisor Trainee is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).Education Requirement: A Financial Advisor Trainee is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.Development Assessment: A Financial Advisor Trainee must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the Financial Advisor Trainee studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill Lynch strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.Performance Requirements: A Financial Advisor Trainee is expected to meet the performance and development requirements of the PMD Program and transition to a full Financial Advisor at the conclusion of the PMD Program.Required skills
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 skills:
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
Posting Date : 09/23/2019Location :Peoria, AZ, 14100 N 83RD AVE (AZ3908),Phoenix, AZ, 2555 E CAMELBACK RD (AZ3912),Prescott, AZ, PRESCOTT WILLOW CREEK BC, 1030 Willow Creek Rd,Tucson, AZ, WILLIAMS CENTRE, 5210 E WILLIAMS CIR,Gilbert, AZ, 275 E Rivulon Blvd (AZ8405),Scottsdale, AZ, Kierland FC, 14636 N Scottsdale Rd,Scottsdale, AZ, Pinnacle at Scottsdale, 23655 N SCOTTSDALE RD,Lakeside Park, KY, 300 BUTTERMILK PIKE (KY9300),Columbus, OH, 2 EASTON OVAL (OH4002),Columbus, OH, CAPITAL SQUARE, 65 E STATE ST,Miamisburg, OH, 10100 INNOVATION DR (OH4101),Findlay, OH, 127 E MAIN CROSS ST (OH4127),Canfield, OH, WESTFORD CENTRE, 4137 BOARDMAN CANFIELD RD,Marion, OH, 206 S PROSPECT ST (OH4206),Washington Court House, OH, 209 E COURT ST (OH4209),Dublin, OH, METRO CENTER II, 555 METRO PLACE N,Cincinnati, OH, 5905 E GALBRAITH RD (OH4590),Mansfield, OH, 615 BALLY ROW (OH4615),Upper Arlington, OH, 4661 SAWMILL RD (OH4661),Columbus, OH, 8425 PULSAR PL (OH4842),Zanesville, OH, 905 ZANE ST (OH4905),Upper Saint Cl, PA, - United StatesTravel : Yes, 5% of the timeFull / Part-time : Full timeHours Per Week : 40Shift : 1st shiftAssistance for Applicants with DisabilitiesBank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .Diversity & InclusionAt Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.Frequently Asked QuestionsNeed to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.
