Advisor Development Program: Launch Your Financial Career

Bank of America Corporation; City of Albany (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking a Merrill Advisor Development Program participant to work with high-net-worth clients, building relationships, assessing financial goals, and delivering comprehensive recommendations. You will collaborate with Merrill teams, develop a client book, and pursue portfolio growth through referrals and proactive prospecting.

The program emphasizes in-office collaboration, training, and mentoring while offering a path to becoming a Financial Advisor with access to supported

Qualifications

• Licenses: Series 7 & 66 (63 & 65 in lieu of 66).
• Minimum 1 year in financial services or sales with proven goal attainment.
• Knowledge of investments and investment products.
• Ability to build trust and credibility with clients.
• Strong interpersonal and communication skills.
• Proven ability to prospect and network for clients.
• Ability to work with partners and collaborate in a team.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings and client needs.
• Position Merrill/Bank of America capabilities to clients.
• Gather client profile data following KYC procedures to open accounts.
• Provide investment product recommendations aligned with client objectives.
• Document client interactions accurately in Salesforce.

Skills

Communication

Relationship building

Prospecting

Interpersonal skills

Goal-oriented

Team collaboration

Executive listening

Time management

Adaptability

Education

Bachelor’s degree

High School Diploma or GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America is seeking a Merrill Advisor Development Program participant to work with high-net-worth clients, building relationships, assessing financial goals, and delivering comprehensive recommendations. You will collaborate with Merrill teams, develop a client book, and pursue portfolio growth through referrals and proactive prospecting.

The program emphasizes in-office collaboration, training, and mentoring while offering a path to becoming a Financial Advisor with access to supported