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Job Field: Office Jobs
Location: Riverside, CA
Salary: $Not stated

JOB SUMMARY:

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<tr><td valign="top" width="450"><b>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
Seeking the expertise of specialists, where
appropriate, to identify, banking, lending,
planning and investment solutions for a client
Establishing and maintaining relationship with the
management team and informing them of any
circumstances that require supervisory
attention/review/approval per compliance
guidelines and policies
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
A base salary through the full 43 months in the
PMD program along with bonus potential. Upon
completion of the PMD program, the candidate will
be compensated in accordance with the Financial
Advisor Incentive Compensation Plan.
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.
Candidate Qualifications
Experience
Candidates for this role will have a history of
high achievement demonstrated by a proven record
of rapid advancement in exceeding goals and
outperforming peers. The ideal candidate has
applicable sales experience or has worked in a
professional or entrepreneurial setting.
Success Skills and Attributes
The ideal candidate will bring to the role a broad
network of contacts and relationships along with
the ability to develop a strong sales pipeline
through prospecting, telemarketing and
relationship building skills. Other success
attributes candidates possess are
Ability to influence people
Entrepreneurial and self motivated to succeed
Perseverance and resilience
Confident and engaging presence
Concise, inspiring communication
Client focus mentality
High professional standards and integrity
Education/Licenses
The ideal candidate will have at minimum a
Bachelors degree. The following
licenses/designations are preferred
For more
information please go to URL.

KEY REQUIREMENTS:

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None Bachelors degree