Aspiring Wealth Advisor — Development Program

Bank of America Corporation; South Dakota; On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America, through Merrill Wealth Management, seeks participants for the Advisor Development Program - Financial Advisor. You will work with high-net-worth clients, identify needs, review goals, and deliver comprehensive recommendations while being mentored by Merrill advisory teams.

The role emphasizes prospecting, building a book of business, and collaboration with core banking and investment partners. Comprehensive training and career growth opportunities are provided.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year in financial services or a sales environment with goals met/exceeded.
• Minimum of one year experience in investments and investment product knowledge.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication; quick to build trust.
• Ability to assess client needs and recommend suitable solutions.
• Team player with collaboration across partners.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the capabilities of Merrill and Bank of America to clients.
• Collects client profile data and follows KYC procedures to open accounts.
• Serves as interim Financial Advisor, recommending investments aligned to client objectives.
• Documents all client interactions and opportunities in Salesforce.

Skills

Series 7 & 66 licenses

Sales experience

Investments knowledge

Strong communication

Client relationships

Education

High School Diploma / GED

Bachelor’s degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America, through Merrill Wealth Management, seeks participants for the Advisor Development Program - Financial Advisor. You will work with high-net-worth clients, identify needs, review goals, and deliver comprehensive recommendations while being mentored by Merrill advisory teams.

The role emphasizes prospecting, building a book of business, and collaboration with core banking and investment partners. Comprehensive training and career growth opportunities are provided.