Financial Advisor Development Program: Build Your Wealth Career

Bank of America Corporation; Town of Pittsford (NY); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Merrill Wealth Management, part of Bank of America, is seeking individuals to join the Advisor Development Program as Financial Advisors. You will identify client needs, build relationships with high-net-worth clients, and deliver comprehensive financial recommendations while collaborating with advisory teams to grow portfolios.

This role emphasizes in-office mentorship, training through Bank of America’s Academy, and a pathway to a successful financial advisory career within Merrill and Bank of

Qualifikationen

• Licensed to sell securities (Series 7 & 66) or 63/65 in lieu.
• 1+ year experience in financial services or sales with targets.
• Experience in investments products and services preferred.
• Strong interpersonal and relationship-building skills.

Aufgaben

• Identify client needs and develop relationships with high-net-worth individuals.
• Deliver comprehensive financial recommendations aligned with client goals.
• Collaborate with Merrill Financial Advisor Teams for portfolio growth.
• Maintain accurate client profiles and servicing in Salesforce.

Kenntnisse

Series 7 & 66 licenses

Client relationship skills

Communication skills

Ausbildung

Bachelor’s degree

Tools

Salesforce

MS Office

Jobbeschreibung

Merrill Wealth Management, part of Bank of America, is seeking individuals to join the Advisor Development Program as Financial Advisors. You will identify client needs, build relationships with high-net-worth clients, and deliver comprehensive financial recommendations while collaborating with advisory teams to grow portfolios.

This role emphasizes in-office mentorship, training through Bank of America’s Academy, and a pathway to a successful financial advisory career within Merrill and Bank of