Job Description :

This is Sumitha from Libsys Inc.

Please go through the job description and let me know your interest.

Job Title: TEST -Financial Advisor Business Development Program

Location: Atlanta, GA

Duration: Full Time

Client: Bank of America

Job Description:

Understand all aspects of an optimal practice and complete the training and development needed to prepare for a successful career as a Financial Advisor
Identify and establish target niche client segments and establish a strong reputation within those markets and the designations to support the practice’s specialization
Maintain 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
Ensure the team’s practice develops and maintains a clear brand within the chosen market
Maintain a detailed client acquisition plan that keeps the practice engaged in consistent prospecting activities to meet specific goals around activity levels and success
Establish client acquisition targets, develop proposals, and track success toward these goals
Track and review progress on leads proactively and regularly
Identify 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)
Organize 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
Manage the client acquisition pipeline utilizing an identified pipeline management system, including profile information, next steps and timelines
Establish and maintain relationship with the management team and inform them of any circumstances that require supervisory attention/review/approval per compliance guidelines and policies
Complete required training, obtain industry licenses (Series 7 & 66), master assessments, maintain continuing education requirements and meet minimum performance standards
Source prospective clients, capitalize on referrals and assess customer needs
Deliver 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.


Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Proven ability to assess needs of clients and recommend appropriate solutions/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
Ability to source clients through prospecting and networking
Ability to work in an environment where the majority of your compensation is tied to your performance
Strong follow-through skills
Computer/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. This position may also be considered for the equivalent Team Private Wealth Trainee roles