Financial Advisor Dev Program – Launch Your Wealth Career

Bank of America; West Nyack (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Access to training and coaching

Job summary

Bank of America is seeking a Financial Advisor through Merrill's Advisor Development Program in West Nyack, NY. This role involves working with high-net worth individuals to identify their needs and develop personalized financial plans.

The ideal candidate will hold Series 7 and 66 licenses, have experience in financial services, and possess exceptional communication and interpersonal skills. Comprehensive training and mentoring are provided to support your growth in this competitive field.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services/sales.
• Proven ability to engage, influence others and build trust.
• Strong communication skills both written and verbal.
• Goal and results-oriented with an entrepreneurial mindset.

Responsibilities

• Develop relationships with high-net worth individuals.
• Handle inbound inquiries and position Merrill and Bank of America capabilities.
• Document all interactions in Salesforce.
• Provide recommendations based on clients' objectives and preferences.
• Meet performance hurdles and grow a book of business.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

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 or relevant experience

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking a Financial Advisor through Merrill's Advisor Development Program in West Nyack, NY. This role involves working with high-net worth individuals to identify their needs and develop personalized financial plans.

The ideal candidate will hold Series 7 and 66 licenses, have experience in financial services, and possess exceptional communication and interpersonal skills. Comprehensive training and mentoring are provided to support your growth in this competitive field.