Advisor Development Program: Launch Your Financial Career

Bank of America; Westborough (MA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

In-office training programs

Formulaic incentives

Benefits eligibility

Job summary

Bank of America’s Merrill Advisor Development Program in Massachusetts offers a path to becoming a Financial Advisor for high-net-worth clients. You will build relationships, assess goals, and deliver comprehensive recommendations with mentorship from Merrill Advisor teams to grow your book of business.

The role emphasizes sourcing clients, collaborating with banking and investment partners, and meeting performance targets while maintaining compliance and ongoing training requirements.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
• Minimum of one year experience in financial services or sales with meeting/exceeding goals
• Investments industry knowledge and training
• Proven ability to engage and influence others
• Strong interpersonal and relationship-building skills
• Excellent written and verbal communication; ability to build trust quickly
• Ability to assess needs and propose solutions
• Team collaboration with key partners

Responsibilities

• Handle inbound inquiries regarding Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collect client profile data following KYC to open accounts
• Serve as interim Financial Advisor with suitable investment recommendations
• Document client interactions in Salesforce accurately

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

Job description

Bank of America’s Merrill Advisor Development Program in Massachusetts offers a path to becoming a Financial Advisor for high-net-worth clients. You will build relationships, assess goals, and deliver comprehensive recommendations with mentorship from Merrill Advisor teams to grow your book of business.

The role emphasizes sourcing clients, collaborating with banking and investment partners, and meeting performance targets while maintaining compliance and ongoing training requirements.