Aspiring Wealth Advisor: Build Client Relationships

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

Benefits offered by this job

Benefits

Job summary

Bank of America Merrill Wealth Management is seeking a candidate for the Advisor Development Program to become a Financial Advisor. You will work with high-net-worth individuals to identify needs, build relationships, review goals, and deliver comprehensive recommendations in collaboration with Merrill Financial Advisor Teams to grow portfolios.

The role offers extensive training, coaching, and career development through our Academy, with a focus on sourcing clients, maintaining compliance, and

Qualifications

• Bachelor's degree or equivalent experience in financial services or sales.
• Strong interpersonal skills and the ability to build trust quickly.
• Experience engaging with clients and referencing investment solutions.

Responsibilities

• Handle inbound inquiries from Merrill offerings and source clients.
• Position Merrill/Bank of America capabilities and gather client data per KYC.
• Provide investment recommendations aligned with client objectives and risk tolerance.
• Maintain client accounts and document interactions in Salesforce.

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 and/or 1 year financial services experience

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Wealth Management is seeking a candidate for the Advisor Development Program to become a Financial Advisor. You will work with high-net-worth individuals to identify needs, build relationships, review goals, and deliver comprehensive recommendations in collaboration with Merrill Financial Advisor Teams to grow portfolios.

The role offers extensive training, coaching, and career development through our Academy, with a focus on sourcing clients, maintaining compliance, and