Advisor Development Program: Become a Financial Advisor

Bank of America Corporation; Wayne (NJ); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation is seeking a Merrill Advisor Development Program - Financial Advisor to build a book of business, engage high-net-worth clients, and deliver individualized investment guidance. The role includes working with Merrill Advisor Teams for mentorship, completing required training, and growing the practice through referrals and strategic networking.

Responsibilities include handling client inquiries, presenting Merrill and Bank of America capabilities, and maintaining

Qualifications

• Requires Series 7 & 66 licenses (63 & 65 in lieu of 66)
• 1+ year of experience in financial services or sales with targets
• 1+ year of investments industry experience and knowledge of investment products
• Strong interpersonal skills and ability to build trust
• Excellent written and verbal communication; ability to persuade and present
• Ability to source clients through prospecting and networking
• Team collaboration with partners and mentors
• Ability to work in an environment where compensation is performance-based

Responsibilities

• Handle inbound inquiries from leads about Merrill offerings
• Position the capabilities of Merrill and Bank of America
• Collect client data following KYC procedures to open accounts
• Provide investment product recommendations aligned with client objectives
• Document all client interactions and opportunities in Salesforce

Skills

Business Acumen

Prospecting

Oral Communications

Client Solutions Advisory

Active Listening

Trading

Analytical Thinking

Emotional Intelligence

Education

Bachelor’s degree

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation is seeking a Merrill Advisor Development Program - Financial Advisor to build a book of business, engage high-net-worth clients, and deliver individualized investment guidance. The role includes working with Merrill Advisor Teams for mentorship, completing required training, and growing the practice through referrals and strategic networking.

Responsibilities include handling client inquiries, presenting Merrill and Bank of America capabilities, and maintaining