Financial Advisor Development Program | Build Your Practice

Bank of America Corporation; Wayne (NJ); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor development professional to identify client goals and build trusted relationships. You’ll deliver comprehensive recommendations and collaborate with Merrill teams to grow client portfolios.

The Advisor Development Program emphasizes training, mentorship, and a clear path to a successful wealth management career, with a strong focus on prospecting, customer service, and cross-team collaboration.

Qualifications

• Current Series 7 & 66 licenses (63/65 in lieu of 66) required.
• At least 1 year in financial services or sales with goals met.
• Investments industry knowledge and training experience.
• Strong interpersonal skills and ability to build trust quickly.

Responsibilities

• Handle inbound inquiries and present Merrill/Bank of America capabilities.
• Collect client data following KYC to open accounts.
• Act as interim Financial Advisor, recommending suitable investments.
• Document client interactions in Salesforce accurately.

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

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree in a related field

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is seeking a Financial Advisor development professional to identify client goals and build trusted relationships. You’ll deliver comprehensive recommendations and collaborate with Merrill teams to grow client portfolios.

The Advisor Development Program emphasizes training, mentorship, and a clear path to a successful wealth management career, with a strong focus on prospecting, customer service, and cross-team collaboration.