Aspiring Wealth Advisor: Development Track

Bank of America Corporation

Princeton (NJ)

On-site

USD 80,000 - 90,000

Full time

5 days ago

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Benefits offered by this job

Benefits

Incentive plan

Job summary

Bank of America in Princeton, NJ, seeks candidates for the Merrill Advisor Development Program - Financial Advisor. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations aligned with clients' life priorities.

You will collaborate with Merrill Financial Advisor Teams and receive coaching through Bank of America's Academy to grow a book of business and advance portfolio growth, with an emphasis on prospecting and relationship-building.

Qualifications

Minimum of one year experience in financial services and sales where goals were met or exceeded.
Minimum of one year experience in the investments industry with training and knowledge of investment products.
Proven ability to engage with and influence others and build trust.
Strong interpersonal and relationship-building skills.
Effective written and verbal communication; ability to network and source clients.

Responsibilities

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