Financial Advisor Development Program – Wealth Growth

Bank of America Corporation; Boston (MA); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Bank of America’s Merrill Advisor Development Program invites individuals to build a career as a Financial Advisor by engaging high-net-worth clients, developing relationships, and delivering tailored investment guidance. You’ll collaborate with Merrill teams to grow a productive practice while completing mandated training and certifications.

You’ll manage client needs within a structured program, emphasize compliant practices, and leverage Bank of America resources to expand client portfolios

Qualifications

• High School Diploma or equivalent required; college degree desired.
• Bachelor’s degree preferred or 1+ year in financial services/sales.
• Series 7 & 66 licenses (63/65 in lieu of 66) required or in progress.
• Strong interpersonal skills, credibility building, and client focus.
• Ability to prospect, source clients, and meet performance goals.

Responsabilités

• Handles inbound inquiries regarding Merrill offerings.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data following KYC to open accounts as appropriate.
• Serves as interim Financial Advisor, recommending suitable investment products.
• Documents all client interactions and opportunities in Salesforce.

Connaissances

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

Formation

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Outils

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Description du poste

Bank of America’s Merrill Advisor Development Program invites individuals to build a career as a Financial Advisor by engaging high-net-worth clients, developing relationships, and delivering tailored investment guidance. You’ll collaborate with Merrill teams to grow a productive practice while completing mandated training and certifications.

You’ll manage client needs within a structured program, emphasize compliant practices, and leverage Bank of America resources to expand client portfolios