Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market

Bank of America; Omaha (NE); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Paid time off

Industry-leading benefits

Additional employee resources

Job summary

Bank of America is seeking a Financial Advisor in Omaha, NE, as part of the Advisor Development Program. This role focuses on building a book of business and providing comprehensive wealth management services to clients.

The ideal candidate will hold Series7 & 66 licenses and have at least one year of experience in the financial services industry. Compensation ranges from $80,000 to $90,000 annually, along with a benefits package.

Qualifications

• Current Series7 & 66 licenses (or Series63 & 65 in lieu of 66).
• Minimum one year experience in the financial services industry.
• Proven ability to engage and influence others.

Responsibilities

• Develop a book of business to meet performance hurdles.
• Recommend investment products suitable for client objectives.
• Handle inbound inquiries and document interactions in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Branding

Risk Management

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Job Overview

Merrill Wealth Management, part of Bank of America, offers comprehensive wealth‑management and investment services. The Advisor Development Program is a career‑transition opportunity for aspiring Financial Advisors.

Responsibilities

• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients, capitalize on referrals, assess needs, refer to specialists, and deliver customized solutions.
• Recommend investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile and preferences.
• Balance investment growth, referral activities, client follow‑up, prospect building, compliance, and personal growth.
• Organize and manage resources (time, people, budget) to run a productive practice.
• Seek specialist expertise for planning and investment strategies.
• Complete mandated training, assessments, performance goals, and continuing education.
• Handle inbound inquiries from leads, conduct KYC procedures, open accounts, serve as interim Financial Advisor, document interactions in Salesforce.

Required Qualifications

• Current Series7 & 66 licenses (or Series63 &65 in lieu of 66).
• Minimum one year experience in the financial services industry and/or sales environment with achieved goals.
• Minimum one year experience in the investments industry, including training and knowledge of investment products and services.
• Proven ability to engage and influence others, build relationships, and communicate effectively.
• Ability to assess client needs and recommend appropriate solutions.
• Team collaboration and partnership skills.
• Strong prospecting and networking skills to source clients.
• Ability to thrive in a performance‑based compensation environment.
• Strong follow‑through and organizational skills.
• Computer proficiency in Microsoft Word, PowerPoint, and Excel.

Desired Qualifications

• Bachelor’s degree and/or one year of financial services or sales experience.
• Adaptability to new technology or applications.
• Ability to multitask and manage multiple priorities.

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.

Additional Information

SAFE Act Registration: This position requires registration. Failure to maintain may result in termination.

Shift: 1st shift (United States).

Hours per Week: 40.

Locations: Aspen, CO; Boulder, CO; Colorado Springs, CO; Denver, CO; Fort Collins, CO; Grand Junction, CO.

Compensation: $80,000.00 – $90,000.00 annualized salary with incentive plan participation.

Benefits: Eligibility for benefits, industry‑leading benefits, paid time off, and additional employee resources.