Aspiring Financial Advisor: Wealth Growth Program

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

Benefits offered by this job

Benefits

Job summary

Bank of America Corporation in New Jersey seeks candidates for the Merrill Advisor Development Program – Financial Advisor to build relationships with high-net-worth clients and deliver comprehensive investment guidance. You will collaborate with Merrill teams to promote portfolio growth and complete required training.

The role emphasizes sourcing new clients, understanding client objectives, and offering tailored financial solutions while adhering to regulatory and compliance standards.

Qualifications

• Series 7 & 66 licenses required (63 & 65 in lieu).
• Minimum 1 year in financial services or sales with goals met.
• Experience in investments products and services.
• Strong interpersonal and relationship-building skills.

Responsibilities

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

Skills

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Portfolio Analysis

Risk Management

Active Listening

Oral Communications

Trading

Education

High School Diploma / GED

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation in New Jersey seeks candidates for the Merrill Advisor Development Program – Financial Advisor to build relationships with high-net-worth clients and deliver comprehensive investment guidance. You will collaborate with Merrill teams to promote portfolio growth and complete required training.

The role emphasizes sourcing new clients, understanding client objectives, and offering tailored financial solutions while adhering to regulatory and compliance standards.