Wealth Advisor Development: Grow a High-Net-Worth Book

Bank of America; Westborough (MA); On-site; USD 110,208,000 - 123,984,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Merrill Advisor Development Program participant for Financial Advisor-Partially Registered in a Westborough, MA branch. The role focuses on identifying client needs, building relationships, and delivering tailored investment recommendations aligned with client goals under experienced mentorship.

Responsibilities include growing a book of business, collaborating with Wealth Advisor teams, and meeting established performance goals while

Qualifications

• FINRA SIE certification and 4+ years progressive professional/military experience.
• 2+ years experience in investments industry.
• Ability to obtain Series 7 and 66 licenses within program time.

Responsibilities

• Learns how to provide tailored and personalized advice to clients through reviews and presentations.
• Understands client solutions best suited for their financial needs.
• Shadows Financial Advisor teams to promote portfolio growth.
• Leverages available resources to optimize the customer experience with operational excellence.
• Participates in training to build a book of business and meet financial targets.
• Builds relationships with internal service providers based on client needs.
• Manages risk proactively in all aspects of business.

Skills

Account Management

Client Investments Management

Client Management

Client Solutions

Advisory Relationship Building

Advisory Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience

Branding

Issue Management

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's Degree (Business-related)

Job description

Bank of America Merrill Wealth Management is seeking a Merrill Advisor Development Program participant for Financial Advisor-Partially Registered in a Westborough, MA branch. The role focuses on identifying client needs, building relationships, and delivering tailored investment recommendations aligned with client goals under experienced mentorship.

Responsibilities include growing a book of business, collaborating with Wealth Advisor teams, and meeting established performance goals while