Wealth Advisor Development: Grow High‑Net‑Worth Clients

Bank of America; Providence (RI); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America Merrill is seeking candidates for the Merrill Advisor Development Program to become Financial Advisors who work with high-net-worth clients to identify needs, develop relationships, and deliver comprehensive recommendations aligned with goals. You’ll be mentored by Merrill teams to build experience and promote portfolio growth.

The role emphasizes acquiring and managing a book of business, prospecting, and collaboration with core banking and investment partners to meet diverse

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service industry and/or a sales environment where goals were met or exceeded.
• Minimum of one year experience in the investments industry with knowledge of investment products and services.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the extensive capabilities of Merrill and Bank of America.
• Collect necessary client profile data following KYC procedures to open accounts.
• Serve as interim Financial Advisor providing recommendations for prospects and clients.
• Document all client interactions and opportunities in Salesforce.

Skills

Business Acumen

Prospecting

Oral Communications

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

PowerPoint

Excel

Job description

Bank of America Merrill is seeking candidates for the Merrill Advisor Development Program to become Financial Advisors who work with high-net-worth clients to identify needs, develop relationships, and deliver comprehensive recommendations aligned with goals. You’ll be mentored by Merrill teams to build experience and promote portfolio growth.

The role emphasizes acquiring and managing a book of business, prospecting, and collaboration with core banking and investment partners to meet diverse