Merrill Lynch Financial Advisor Program (Business Developer) - Bank of America (Visalia, CA)
Title:
Merrill Lynch Financial Advisor Program (Business Developer) Visalia, CA The Practice Management Development (PMD) Associate role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA).
PMD is a structured and disciplined program that demonstrates our ongoing commitment to the growth and progress of our Merrill Lynch Financial Advisors.
PMD offers new advisors the most professional and client focused sales, investment, and business management training in the industry.
PMD Associates will build upon their knowledge of these topics throughout the duration of the program, while focusing on developing client relationships.
The Practice Management Development Associate engages in:
Developing a book of business in order to meet and exceed the required performance hurdles Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of Bank of America and Merrill Lynch to the client, and delivering highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences Balancing investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to both a day-to-day and longer-term plan Planning and managing resources (time, people, budget) to run an optimal practice Completing required training, obtaining industry licenses (Series 7 & 66), mastering assessments, maintaining continuing education requirements and meeting minimum performance standards The Practice Management Development Associate receives:
The strength and name recognition of Merrill Lynch and Bank of America World class investment, sales, and business management training throughout their career Cutting edge Technology and industry leading platform to leverage for success Access to a full array of investment and banking solutions for your clients Mentors and Managers located within your local office to work with you towards your success PMD Curriculum that includes CFP course work, wealth management curriculum, licensing and essential skills training from Managers and Mentors The Practice Management Development program is designed for professionals who are ready to make a career transition and follow their passion of becoming a Financial Advisor.
Experience Success Skills and Attributes Ability to influence people Entrepreneurial and self motivated to succeed Perseverance and resilience Concise, inspiring communication Client focus mentality High professional standards and integrity Education/Licenses Chartered Financial Analyst (CFA) Certified Financial Planner (CFP) BK-Financial Advisors Organization:
1468378-US WEALTH MANAGEMENT Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Merrill Lynch Financial Advisor Program (Business Developer) Visalia, CA The Practice Management Development (PMD) Associate role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA).
PMD is a structured and disciplined program that demonstrates our ongoing commitment to the growth and progress of our Merrill Lynch Financial Advisors.
PMD offers new advisors the most professional and client focused sales, investment, and business management training in the industry.
PMD Associates will build upon their knowledge of these topics throughout the duration of the program, while focusing on developing client relationships.
The Practice Management Development Associate engages in:
Developing a book of business in order to meet and exceed the required performance hurdles Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of Bank of America and Merrill Lynch to the client, and delivering highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences Balancing investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to both a day-to-day and longer-term plan Planning and managing resources (time, people, budget) to run an optimal practice Completing required training, obtaining industry licenses (Series 7 & 66), mastering assessments, maintaining continuing education requirements and meeting minimum performance standards The Practice Management Development Associate receives:
The strength and name recognition of Merrill Lynch and Bank of America World class investment, sales, and business management training throughout their career Cutting edge Technology and industry leading platform to leverage for success Access to a full array of investment and banking solutions for your clients Mentors and Managers located within your local office to work with you towards your success PMD Curriculum that includes CFP course work, wealth management curriculum, licensing and essential skills training from Managers and Mentors The Practice Management Development program is designed for professionals who are ready to make a career transition and follow their passion of becoming a Financial Advisor.
Experience Success Skills and Attributes Ability to influence people Entrepreneurial and self motivated to succeed Perseverance and resilience Concise, inspiring communication Client focus mentality High professional standards and integrity Education/Licenses Chartered Financial Analyst (CFA) Certified Financial Planner (CFP) BK-Financial Advisors Organization:
1468378-US WEALTH MANAGEMENT Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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