Financial Advisor Development Program: Elite Training

Bank of America Corporation; Stamford (CT); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Training program

Mentorship

Job summary

Bank of America’s Merrill Advisor Development Program seeks individuals to work with high-net-worth clients, identify needs, build relationships, and deliver tailored investment guidance. You’ll be mentored by Merrill advisor teams to grow a personal book of business.

The role emphasizes prospecting, referrals, and collaboration with banking and investment partners to meet clients’ financial goals.

Qualifications

• Hold Series 7 & 66 licenses (or 63/65 in lieu).
• Minimum 1 year in financial services or sales with targets.
• Investments knowledge and client advisory experience.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client data per KYC for account openings.
• Provide investment recommendations aligned with client goals.
• Document interactions in Salesforce.

Skills

Series 7

Series 66

Sales experience

Interpersonal skills

Communication skills

Team collaboration

Microsoft Office

Education

High School Diploma / GED

Bachelor’s degree (preferred)

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America’s Merrill Advisor Development Program seeks individuals to work with high-net-worth clients, identify needs, build relationships, and deliver tailored investment guidance. You’ll be mentored by Merrill advisor teams to grow a personal book of business.

The role emphasizes prospecting, referrals, and collaboration with banking and investment partners to meet clients’ financial goals.