Aspiring Wealth Advisor – Development Program

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Formulaic incentive plan

Job summary

Bank of America seeks a Financial Advisor for the Merrill Advisor Development Program in Bozeman, Montana. This role involves working with high-net-worth individuals to identify needs and deliver investment solutions. Candidates should possess Series 7 & 66 licenses and at least one year of financial services or sales experience. The position offers robust training and development opportunities, a competitive salary between $80,000 and $90,000, and eligibility for an incentive plan, all within a supportive work environment.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services or sales.
• Proven ability to engage and influence clients.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Collect necessary client profile data following standard procedures.
• Serve as interim Financial Advisor and recommend suitable investment products.

Skills

Business Acumen

Analytical Thinking

Client Solutions Advisory

Emotional Intelligence

Oral Communications

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America seeks a Financial Advisor for the Merrill Advisor Development Program in Bozeman, Montana. This role involves working with high-net-worth individuals to identify needs and deliver investment solutions. Candidates should possess Series 7 & 66 licenses and at least one year of financial services or sales experience. The position offers robust training and development opportunities, a competitive salary between $80,000 and $90,000, and eligibility for an incentive plan, all within a supportive work environment.