Wealth Advisor - Develop High-Net-Worth Clients

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

Benefits offered by this job

Training and coaching

Career development

Access to Merrill resources

Job summary

Bank of America, Merrill Wealth Management’s Advisor Development Program, seeks an aspiring Financial Advisor to identify client needs, develop relationships, review goals, and deliver comprehensive recommendations aligned with client objectives. You will collaborate with Merrill advisor teams to build experience and promote portfolio growth.

You will participate in training, mentoring, and hands-on client engagement, with structured pathways to become a Financial Advisor, supported by a network

Qualifications

• Currently holds Series 7 & 66 licenses
• Minimum of one year experience in financial services or a sales environment with targets met
• Minimum of one year experience in the investments industry and knowledge of investment products
• Proven ability to engage with and influence others
• Strong interpersonal and relationship-building skills
• Excellent written and verbal communication skills
• Ability to work collaboratively on a team and with key partners
• Entrepreneurial mindset with ability to source clients through prospecting and networking
• Comfort in an environment where compensation is performance-based

Responsibilities

• Develop a book of business to meet and exceed performance hurdles
• Source prospects and referrals; assess needs and tailor solutions
• Recommend investment products aligned with client objectives and time horizon
• Balance growth, referrals, compliance, and personal development
• Organize resources to run a productive practice
• Collaborate with specialists to identify strategies for clients
• Complete mandated training and ongoing education requirements

Skills

Interpersonal skills

Prospecting

Communication skills

Team collaboration

Client relationship building

Attention to detail

Financial services knowledge

Education

Bachelor's degree or higher

Series 7 & 66 licenses

Tools

Microsoft Office

Salesforce

Job description

Bank of America, Merrill Wealth Management’s Advisor Development Program, seeks an aspiring Financial Advisor to identify client needs, develop relationships, review goals, and deliver comprehensive recommendations aligned with client objectives. You will collaborate with Merrill advisor teams to build experience and promote portfolio growth.

You will participate in training, mentoring, and hands-on client engagement, with structured pathways to become a Financial Advisor, supported by a network