Financial Advisor Development Program

Bank of America Corporation; Greenwich (CT); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America—Merrill Advisor Development Program seeks a Financial Advisor trainee to build a book of business with high-net-worth clients. You will develop relationships, review financial goals, and deliver comprehensive recommendations aligned to client objectives, collaborating with Merrill Advisor Teams for portfolio growth.

You will receive in-office training, mentorship, and a defined path to senior advisory roles while learning to balance growth, referrals, and regulatory requirements

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
• Proven ability to assess needs and recommend appropriate solutions/interventions
• Proven ability to work collaboratively on a team and with key partners
• Proven ability to listen and probe for clarity and understanding
• Goal and results oriented
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Ability to work in an environment where the majority of your compensation is tied to your performance
• Strong follow-through skills
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

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

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America—Merrill Advisor Development Program seeks a Financial Advisor trainee to build a book of business with high-net-worth clients. You will develop relationships, review financial goals, and deliver comprehensive recommendations aligned to client objectives, collaborating with Merrill Advisor Teams for portfolio growth.

You will receive in-office training, mentorship, and a defined path to senior advisory roles while learning to balance growth, referrals, and regulatory requirements