Financial Advisor Development Program – Elite Training

Bank of America; Burlington (MA); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor in Burlington, MA. You will work with high-net-worth clients to identify needs, develop relationships, and deliver comprehensive recommendations aligned with their goals.

You will be mentored by Merrill advisor teams, build a book of business, source clients, and balance growth with regulatory compliance.

Qualifications

• Bachelor's degree or higher in a related field.
• Experience in financial services or sales with goals met.
• Experience in investments industry and product knowledge.
• Strong interpersonal and communication skills.

Responsibilities

• Handle inbound inquiries and position Merrill/Bank of America capabilities.
• Collect client data following KYC procedures to open accounts.
• Provide investment recommendations based on objectives and risk.
• Document client interactions in Salesforce.
• Collaborate with Merrill Advisor Teams to grow portfolio.

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

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor in Burlington, MA. You will work with high-net-worth clients to identify needs, develop relationships, and deliver comprehensive recommendations aligned with their goals.

You will be mentored by Merrill advisor teams, build a book of business, source clients, and balance growth with regulatory compliance.