Aspiring Wealth Advisor – Development Program

Bank of America Corporation; New York (NY); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America in New York is seeking an Advisor Development Program - Financial Advisor to grow a book of business with high-net-worth clients. You’ll identify needs, develop relationships, review goals, and deliver comprehensive recommendations aligned to client objectives.

You’ll collaborate with Merrill Financial Advisor Teams to expand portfolio growth and complete required training, with a strong focus on prospecting and referral-based growth in a performance-driven environment.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year in financial services or sales with goals achieved.
• Experience in investments and knowledge of investment products and services.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries from prospects regarding Merrill offerings.
• Position the capabilities of Merrill and Bank of America to clients.
• Collect client profile data following KYC procedures to open accounts.
• Provide investment recommendations suited to client objectives and risk.
• Document all client interactions in Salesforce accurately.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions

Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

High School Diploma

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America in New York is seeking an Advisor Development Program - Financial Advisor to grow a book of business with high-net-worth clients. You’ll identify needs, develop relationships, review goals, and deliver comprehensive recommendations aligned to client objectives.

You’ll collaborate with Merrill Financial Advisor Teams to expand portfolio growth and complete required training, with a strong focus on prospecting and referral-based growth in a performance-driven environment.