Aspiring Financial Advisor – Wealth Management Development

Bank of America; Salem (OR); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Comprehensive training programs

One-on-one coaching

Career development opportunities

Job summary

Bank of America is seeking a Financial Advisor for the Merrill Advisor Development Program in Salem, Oregon. This role will focus on working with high-net-worth individuals, building relationships, and providing tailored investment advice. Responsibilities include handling inquiries, recommending investment products, and accurately documenting client interactions. The position promises a structured training program and ongoing coaching to ensure success. Candidates must hold Series 7 & 66 licenses and have at least one year of experience in the financial or sales industry.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial services or a sales environment.
• Proven ability to engage with and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Serves as interim Financial Advisor providing recommendations for investment products.
• Documents all client interactions in Salesforce accurately.

Skills

Business Acumen

Business Development

Wealth Planning

Client Solutions Advisory

Client Investments Management

Risk Management

Emotional Intelligence

Analytical Thinking

Education

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America is seeking a Financial Advisor for the Merrill Advisor Development Program in Salem, Oregon. This role will focus on working with high-net-worth individuals, building relationships, and providing tailored investment advice. Responsibilities include handling inquiries, recommending investment products, and accurately documenting client interactions. The position promises a structured training program and ongoing coaching to ensure success. Candidates must hold Series 7 & 66 licenses and have at least one year of experience in the financial or sales industry.