Wealth Advisor Development — Build a High‑Net‑Worth Practice

Bank of America; Reston (VA, OR); Presencial; USD 80.000 - 90.000; Jornada completa

Descripción de la vacante

Bank of America, via Merrill Wealth Management, offers a Merrill Advisor Development Program—Financial Advisor—focused on high-net-worth client needs, advisory planning, and collaboration with Merrill teams to grow a practice.

You will build relationships, translate goals into comprehensive investment guidance, and complete mandated training and ongoing education to progress in wealth management.

Formación

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year in financial services or sales with meeting/exceeding goals.
• Minimum of one year in investments industry with knowledge of products/services.

Responsabilidades

• Handles inbound inquiries and positions Merrill/BOA capabilities.
• Accounts for client data, follows KYC to open accounts as appropriate.
• Provides investment recommendations aligned with client objectives and time horizons.
• Maintains client interactions and opportunities in Salesforce.

Conocimientos

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

Educación

Bachelor’s degree

Descripción del empleo

Bank of America, via Merrill Wealth Management, offers a Merrill Advisor Development Program—Financial Advisor—focused on high-net-worth client needs, advisory planning, and collaboration with Merrill teams to grow a practice.

You will build relationships, translate goals into comprehensive investment guidance, and complete mandated training and ongoing education to progress in wealth management.