Aspiring Wealth Advisor: Development Program & Training

Bank of America Corporation; Paramus (NJ); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation invites applications for the Merrill Advisor Development Program - Financial Advisor in New Jersey. You will engage high-net-worth clients, identify needs, and deliver comprehensive financial recommendations while collaborating with Merrill Financial Advisor Teams to grow portfolios.

Role emphasizes developing a book of business, sourcing clients through referrals and networking, and achieving performance goals.

Qualifications

• Hold Series 7 & 66 licenses; 63/65 in lieu accepted.
• Bachelor’s degree and/or sales experience; high school diploma minimum.
• Experience in financial services or sales with meeting targets.

Responsibilities

• Handle inbound inquiries about Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data and open accounts per KYC.
• Serve as interim Financial Advisor delivering suitable investment recommendations.
• Document client interactions in Salesforce.

Skills

Prospecting

Relationship building

Client communication

Active listening

Team collaboration

Client solutions advisory

Emotional intelligence

Sales skills

Education

Series 7 & 66 licenses (63 & 65 in lieu of 66)

Bachelor’s degree (desired)

High School Diploma / GED

Tools

Salesforce

Microsoft Office (Word, PowerPoint, Excel)

Job description

Bank of America Corporation invites applications for the Merrill Advisor Development Program - Financial Advisor in New Jersey. You will engage high-net-worth clients, identify needs, and deliver comprehensive financial recommendations while collaborating with Merrill Financial Advisor Teams to grow portfolios.

Role emphasizes developing a book of business, sourcing clients through referrals and networking, and achieving performance goals.