Launch Your Wealth Career: Financial Advisor Dev Program

Bank of America; Grosse Pointe (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking candidates for the Advisor Development Program for Financial Advisors, designed to transition individuals into a wealth management career. You will build client relationships, assess financial goals, and collaborate with Merrill teams to deliver tailored investment guidance.

Your role involves prospecting, sourcing clients, and presenting comprehensive strategies consistent with clients' objectives and risk tolerance.

Qualifications

• Bachelor's degree or equivalent work experience in finance or business.
• Experience in financial services or sales with a track record of meeting goals.
• Series 7 and 66 licenses (or 63/65 in lieu) preferred.

Responsibilities

• Develop a book of business to meet performance hurdles.
• Prioritize prospecting and referrals; tailor solutions for clients.

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 is seeking candidates for the Advisor Development Program for Financial Advisors, designed to transition individuals into a wealth management career. You will build client relationships, assess financial goals, and collaborate with Merrill teams to deliver tailored investment guidance.

Your role involves prospecting, sourcing clients, and presenting comprehensive strategies consistent with clients' objectives and risk tolerance.