Wealth Advisor Dev Program - Launch Your Finance Career

Bank of America Corporation; Southbury (CT); Vor Ort; USD 60.000 - 100.000; Vollzeit

Zusammenfassung

Bank of America’s Merrill Advisor Development Program seeks individuals to evolve into Financial Advisors by identifying client needs, building relationships, and delivering comprehensive recommendations. You will collaborate with Merrill Financial Advisor Teams to grow portfolios and gain mentorship through world-class training.

The role emphasizes sourcing clients, meeting performance hurdles, and delivering end-to-end financial advice while collaborating across banking and investment partners

Qualifikationen

• Active Series 7 and Series 66 licenses (63/65 in lieu of 66)
• 1+ years in financial services or sales with targets
• 1+ years in investments with product knowledge
• Strong interpersonal and relationship-building skills
• Excellent communication, both written and verbal
• Ability to source clients through prospecting and networking
• Willingness to work in a compensation-driven environment
• Team-oriented with collaboration across partners
• Strong follow-through and time-management abilities
• Financial market awareness and client-focused advisory approach

Aufgaben

• Develop a book of business to meet and exceed performance targets
• Source prospective clients and leverage referrals to grow pipeline
• Recommend investments aligned with client objectives and risk profiles
• Balance growth, referrals, client follow-up, and compliance in daily planning
• Organize resources to run a productive practice
• Consult with specialists to design client strategies
• Complete required training, assessments, and continuing education

Kenntnisse

Series 7

Series 66

Industry knowledge

Interpersonal skills

Communication skills

Prospecting

Client relationships

Team collaboration

Entrepreneurial mindset

Time management

Sales ability

Financial acumen

CRM usage

Ausbildung

Bachelor's degree

High School Diploma or GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Jobbeschreibung

Bank of America’s Merrill Advisor Development Program seeks individuals to evolve into Financial Advisors by identifying client needs, building relationships, and delivering comprehensive recommendations. You will collaborate with Merrill Financial Advisor Teams to grow portfolios and gain mentorship through world-class training.

The role emphasizes sourcing clients, meeting performance hurdles, and delivering end-to-end financial advice while collaborating across banking and investment partners