Finance Jobs in Peachtree City, GA

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Merrill Advisor Development Program - Financial Advisor: Greater Atlanta Merrill Market

Bank of America Peachtree City, GA

Peachtree City, GA

Today

Full time Advisor Asset & Wealth Management Associate Financial Advisor

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Job Description

Support a career transition into a Financial Advisor role within Merrill, serving high-net-worth clients with goals-based planning and tailored investment recommendations.

Responsibilities

Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned to client goals.
Collaborate with and receive mentorship from Merrill Financial Advisor Teams to build experience and support portfolio growth.
Develop a book of business to meet and exceed established performance hurdles.
Source prospective clients, leverage referrals, assess customer needs, refer to internal specialists as appropriate, and execute customized solutions.
Recommend investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences.
Balance investment growth, referral activity, customer follow-up, prospect building, administrative compliance, and ongoing personal development through day-to-day and long-term planning.
Organize and manage practice resources including time, people, and budget.
Engage specialists when appropriate to identify planning and investment strategies for clients.
Complete mandated training, assessments, performance goals, and continuing education requirements.
Handle inbound lead inquiries related to Merrill offerings.
Position the capabilities of Merrill and Bank of America.
Collect client profile information and follow standard KYC procedures to open accounts as appropriate.
Serve as interim Financial Advisor by recommending suitable investment products and services and providing account servicing.
Document client interactions and opportunities accurately in Salesforce.

Requirements

Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66).
Minimum of 1 year experience in the financial services industry and/or a sales environment with goals met or exceeded.
Minimum of 1 year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Proven ability to engage and influence others.
Exceptional interpersonal and relationship-building skills.
Effective written and verbal communication, with a demonstrated ability to build trust and credibility quickly.
Proven ability to assess needs and recommend appropriate solutions or 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; entrepreneurial mindset with client sourcing through prospecting and networking.
Ability to work in an environment where compensation is largely tied to performance.
Strong follow-through skills.
Computer and technical literacy with proficiency in Microsoft Word, PowerPoint, Excel.

Technologies

Salesforce
Microsoft Word
Microsoft PowerPoint
Microsoft Excel

Benefits

Build a career at Bank of America through world-class training and onboarding programs.
Training and one-on-one coaching through Bank of America’s Academy and local leadership.
Grow business knowledge using a defined consultative approach to identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews and presentations, and recommend strategies to help achieve financial goals and life priorities.
Collaborate with core banking and investment partners, connecting clients to solutions across Bank of America and Merrill.

Desired Qualifications

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Ability to learn and adapt to new technology or applications.
Capability to execute multiple tasks simultaneously.

Skills

Business Acumen
Business Development
Oral Communications
Prospecting
Wealth Planning
Analytical Thinking
Client Experience Branding
Client Investments Management
Portfolio Analysis
Risk Management
Active Listening
Client Solutions Advisory
Emotional Intelligence
Referral Management
Trading

Shift and Schedule

Shift: 1st shift (United States of America)
Hours per week: 40

Location

Onsite: Peachtree City, GA

SAFE Act Registration Requirements

Position is subject to SAFE Act registration requirements.
Must register and submit to the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

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