Elite Wealth Advisor - Development Program

Bank of America; Town of Smithtown (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America, through Merrill Wealth Management, offers an Advisor Development Program to groom Financial Advisors who work with high-net-worth individuals, identify client needs, and deliver tailored investment guidance. You will collaborate with Merrill Advisor Teams to build experience and promote portfolio growth.

The program emphasizes training, coaching, and applying a consultative approach to meet financial goals and life priorities while coordinating with core banking and investment

Qualifications

• Licensed in Series 7 and 66 (or 63/65 in lieu).
• Bachelor's degree preferred or equivalent experience.
• Proven sales experience and knowledge of investments.

Responsibilities

• Handle inquiries and promote Merrill offerings.
• Position Merrill and Bank of America capabilities.
• Collect client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor delivering recommendations based on client objectives.
• Document all client interactions in Salesforce.

Skills

Series 7/66 licenses

Sales experience

Investment knowledge

Communication skills

Prospecting

Relationship building

Salesforce

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America, through Merrill Wealth Management, offers an Advisor Development Program to groom Financial Advisors who work with high-net-worth individuals, identify client needs, and deliver tailored investment guidance. You will collaborate with Merrill Advisor Teams to build experience and promote portfolio growth.

The program emphasizes training, coaching, and applying a consultative approach to meet financial goals and life priorities while coordinating with core banking and investment