Elite Financial Advisor Development Program

Bank of America Corporation; Lewiston (ME); On-site; USD 75,000 - 120,000; Full time

Job summary

Bank of America’s Merrill Advisor Development Program – Financial Advisor develops relationships with high-net-worth clients, identifies needs, and delivers comprehensive recommendations aligned with client goals. You will collaborate with Merrill advisor teams to grow portfolios and meet performance targets.

The role emphasizes training through Bank of America's Academy, with mentorship and a defined career path in wealth management.

Qualifications

• Series 7 & 66 licenses required (63 & 65 in lieu of 66).
• Minimum of one year in financial services or a sales environment with goals.
• Minimum of one year in investments industry with training and product knowledge.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill & Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Provide investment product recommendations based on objectives and time horizon.
• Document all client interactions in Salesforce.

Skills

Business Acumen

Prospecting

Oral Communications

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

High School Diploma / GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Advisor Development Program – Financial Advisor develops relationships with high-net-worth clients, identifies needs, and delivers comprehensive recommendations aligned with client goals. You will collaborate with Merrill advisor teams to grow portfolios and meet performance targets.

The role emphasizes training through Bank of America's Academy, with mentorship and a defined career path in wealth management.