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Market Leader – Advisor Development Program
| Company | Bank of America |
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| Location | Wayzata, MN, USA |
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| Salary | $130000 – $170000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior, Expert or higher |
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Requirements
- 3+ years industry experience with a leading firm
- 5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
- Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4, 24, 53 combination). If Series 9 & 10 not currently held, must be obtained within 120 days.
Responsibilities
- Provide regulatory supervision and oversight to advisors
- Ensure ADP participants are meeting and achieving hurdles
- In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity
- Personal involvement with ADP participants who require heightened support to achieve success
- Help reinforce compliance, supervision, and provide risk management support of ADP participants and their activity for market leadership
- Lead pipeline management routines with teams and coach on pipeline execution
- Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy & Accountability
- Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms
- Accountable to support market results, while maintaining strict consistency with national programs
- Work closely with advisor trainees, coaching for successful professional growth and development
- Build and manage relationships across the franchise
- Coach and counsel Advisor Trainees on strategic business drivers
- Support sales management in executing sale force growth plans and support effective Advisor recruiting strategies
- Administer superior sales supervision/practices in the market
Preferred Qualifications
No preferred qualifications provided.
