Wealth Advisor Dev Program — Launch Your Finance Career

Bank of America; Philadelphia (Philadelphia County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

World class training and onboarding programs

One-on-one coaching from local leadership

Defined consultative approach to identify client needs

Job summary

Bank of America is seeking candidates for the Merrill Advisor Development Program - Financial Advisor role in Philadelphia. The role involves collaborating with high-net-worth individuals to identify needs, build relationships, and deliver tailored financial recommendations.

Ideal candidates hold Series 7 & 66 licenses, have sales or financial service experience, and strong interpersonal skills. Join a team dedicated to client success and work in an environment fostering growth.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience working in the financial service industry and/or a sales environment.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills (written and verbal).

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects necessary client profile data following standard KYC procedures.
• Serves as interim Financial Advisor providing investment recommendations.
• Documents all client interactions accurately within 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

Bachelor’s degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking candidates for the Merrill Advisor Development Program - Financial Advisor role in Philadelphia. The role involves collaborating with high-net-worth individuals to identify needs, build relationships, and deliver tailored financial recommendations.

Ideal candidates hold Series 7 & 66 licenses, have sales or financial service experience, and strong interpersonal skills. Join a team dedicated to client success and work in an environment fostering growth.