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Financial Advisor Development Program Career Night

Company: Bank of America
Location: Irvine
Posted on: January 12, 2019

Job Description:

Financial Advisor Development Program Career Night Job Description: Compensation and program benefits: Base salary through the full 43 months with bonus potential Preparation for registration exams, including Series 7 and Series 66 Ongoing access to firm and banking partners to meet client needs Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office Wealth Outlook tools platform to manage clients' goals-based financial strategies What you'll do:As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals.Your responsibilities are, but not limited to: Developing and/or growing a book of business to meet and exceed pre-defined goals Effectively sourcing prospective clients Recommending investment products and services that are suitable for prospects and clients based on their goals Balancing investment management, sales activities, and new client development Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship Who you are:You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients' best interests. You have: Strong relationship and interpersonal skills Bachelor's degree or higher About usMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our advisors help clients pursue the life they envision through a one-on-one relationship committed to their needs. We're here to provide a supportive environment so you can focus on assisting your clients better and deepen relationships. [1] Merrill Lynch's Financial Advisor Development program (FADP), formerly called Merrill Lynch Practice Management Development (PMD) program, won a Gold Award for "Best Sales Training and Performance Program" in the 2017 Brandon Hall Group Sales Performance Awards. We're here to provide a supportive environment so you can focus on assisting your clients better and deepen relationships.[1] Merrill Lynch's Financial Advisor Development program (FADP), formerly called Merrill Lynch Practice Management Development (PMD) program, won a Gold Award for "Best Sales Training and Performance Program" in the 2017 Brandon Hall Group Sales Performance Awards.Shift:1st shift (United States of America)Hours Per Week: 37.5

Keywords: Bank of America, Irvine , Financial Advisor Development Program Career Night, Accounting, Auditing , Irvine, California

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