Financial Advisor Development Program: Launch Your Wealth Practice

Bank of America Corporation; City of Binghamton (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligibility

Job summary

Bank of America Corporation, through Merrill Wealth Management, seeks an Advisor Development Program - Financial Advisor to build relationships with high-net-worth clients and deliver tailored investment recommendations. You will be mentored by experienced Merrill Financial Advisor Teams to promote portfolio growth.

The role emphasizes prospecting, client data collection, and compliant, end-to-end advisory services across a broad range of financial goals and life stages.

Qualifications

• Bachelor's degree or higher in a related field is preferred.
• Experience in financial services or sales with a track record of meeting/exceeding goals.
• Licenses (Series 7 & 66 or 63/65 in lieu) are required or in progress.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects client profile data following KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor, providing recommendations based on client objectives and risk tolerance.
• Documents client interactions and opportunities in Salesforce.

Skills

Business Acumen

Prospecting

Oral Communications

Client Experience Branding

Wealth Planning

Analytical Thinking

Trading

Risk Management

Active Listening

Education

Bachelor's degree

High School Diploma

Job description

Bank of America Corporation, through Merrill Wealth Management, seeks an Advisor Development Program - Financial Advisor to build relationships with high-net-worth clients and deliver tailored investment recommendations. You will be mentored by experienced Merrill Financial Advisor Teams to promote portfolio growth.

The role emphasizes prospecting, client data collection, and compliant, end-to-end advisory services across a broad range of financial goals and life stages.