2 days old
2018-05-242018-06-23

Financial Advisor Business Development Program

Bank of America
  • Job Code
    bankofamerica-18017906HotSpringsAR
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Company Bank of America

Job Title Financial Advisor Business Development Program

Jobid bankofamerica-18017906HotSpringsAR

Location: Hot Springs, AR, 71914, USA

Description **Job Description:**



Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.



Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.



Merrill Lynch Wealth Management is part of Bank of America Corporation.



The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for the purpose of concentrating on a targeted aspect of the Team’s practice. The primary focus of the TFA Business Development role is to define the team’s client acquisition plan, execute on the plan through client acquisition activities, and track towards the FA Team’s client acquisition goals.



Key Responsibilities



nderstand all aspects of an optimal practice and complete the training and development needed to prepare for a successful career as a Financial Advisor



dentify and establish target niche client segments and establish a strong reputation within those markets and the designations to support the practice’s specialization



aintain a well-developed and clear team marketing plan that includes a well-defined value proposition designed to attract target client segment, and marketing materials that support this strategy



nsure the team’s practice develops and maintains a clear brand within the chosen market



aintain a detailed client acquisition plan that keeps the practice engaged in consistent prospecting activities to meet specific goals around activity levels and success



stablish client acquisition targets, develop proposals, and track success toward these goals



rack and review progress on leads proactively and regularly



dentify leads and referrals through specific methods that work for your practice (e.g. sourcing and asking for personal introductions, intimate events, strategic networking, referral alliances, targeted seminars)



rganize and execute the team’s client acquisition plan; through hosting intimate events and/or



targeted seminars, strategic networking, identifying and coordinating referral alliances, and/or sourcing and asking for personal introductions



anage the client acquisition pipeline utilizing an identified pipeline management system, including profile information, next steps and timelines



stablish and maintain relationship with the management team and inform them of any circumstances that require supervisory attention/review/approval per compliance guidelines and policies



omplete required training, obtain industry licenses (Series 7 & 66), master assessments, maintain continuing education requirements and meet minimum performance standards



ource prospective clients, capitalize on referrals and assess customer needs



eliver highly customized solutions and through collaboration deliver the full resources of Bank of America Merrill Lynch



This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Legal authorization to work in the US now and in the future without sponsorship is required.



Qualifications:



roven ability to engage with and influence others



xceptional interpersonal and relationship building skills



ffective communication skills (written and verbal)



roven ability to quickly build trust and credibility



roven ability to assess needs of clients and recommend appropriate solutions/interventions



roven ability to work collaboratively on a team and with key partners



roven ability to listen and probe for clarity and understanding



oal and results oriented



bility to source clients through prospecting and networking



bility to work in an environment where the majority of your compensation is tied to your performance



trong follow-through skills



omputer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel



NOTE: In addition to Business Development, this position may be considered for the Relationship Management role



Ideal candidate will have:



t minimum a Bachelors Degree



emonstrated track record of success



roficiency in using Sales Force / Client Relationship Manager Tool



trong understanding of the Financial Advisor role



**Posting Date** : 03/28/2018



**Location** :

Hot Springs, AR, 3954 CENTRAL AVE (AR9395),

- United States



**Travel** : Yes, 5% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 37.5



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank 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 & Inclusion**



At 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 Questions**



Need 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.



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Bank of America

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