Aspiring Financial Advisor – Wealth Management Dev Program

Bank of America Corporation; Fort Lee (NJ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

World class training and onboarding

One-on-one coaching

Mentorship by Merrill teams

Job summary

Bank of America’s Merrill Wealth Management division is hiring for the Advisor Development Program – Financial Advisor. You will identify client needs, build relationships, and deliver comprehensive recommendations aligned with client goals, while collaborating with Merrill Financial Advisor Teams to grow portfolios.

You’ll receive structured training, one-on-one coaching, and exposure to a broad range of wealth-management solutions as you develop a successful advisory practice.

Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• High School Diploma / GED / Secondary School or equivalent.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open account(s).
• Serves as interim Financial Advisor, providing recommendation of investment products and services.
• Documents all client interactions and opportunities within Salesforce accurately.

Skills

Business Acumen

Prospecting

Active Listening

Client Solutions Advisory

Analytical Thinking

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management division is hiring for the Advisor Development Program – Financial Advisor. You will identify client needs, build relationships, and deliver comprehensive recommendations aligned with client goals, while collaborating with Merrill Financial Advisor Teams to grow portfolios.

You’ll receive structured training, one-on-one coaching, and exposure to a broad range of wealth-management solutions as you develop a successful advisory practice.