Future Financial Advisor – Development Program

Bank of America; Bridgewater Township (NJ); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America Corporation’s Merrill Wealth Management seeks a candidate for the Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You’ll collaborate with Merrill Financial Advisor Teams to grow your practice, balance growth with referrals, and complete mandated training.

Qualifications

• High school diploma or GED required; progress toward financial industry licensing preferred.
• Experience in financial services or sales with goal achievement.
• Strong communication and interpersonal skills.
• Ability to source clients through prospecting and networking.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects client profile data following standard KYC procedures to open accounts.
• Serves as interim Financial Advisor, recommending suitable products and servicing client accounts.
• Documents all client interactions in Salesforce.

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

High School Diploma / GED

Job description

Bank of America Corporation’s Merrill Wealth Management seeks a candidate for the Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with client objectives.

You’ll collaborate with Merrill Financial Advisor Teams to grow your practice, balance growth with referrals, and complete mandated training.