Bank of America
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 requirements
The Financial Advisor Trainee receives: •The strength and name recognition of Merrill Lynch and Bank of America.