Wealth Advisor Development: Launch Your Career

Bank of America Corporation; Bend (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America Corporation in the United States offers the Advisor Development Program to aspiring Financial Advisors serving high-net-worth clients. You will identify needs, review goals, and prepare investment recommendations tailored to client objectives and risk profiles.

Responsibilities include leveraging technology, collecting KYC data, and coordinating with partners to drive business growth. Some mortgage-related aspects may apply under SAFE Act rules; onsite collaboration is common.

Qualifications

• Current Series 7 and 66 licenses.
• Minimum of one year of investments experience.
• Minimum of one year in financial services or a sales environment.
• Proven ability to engage and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Ability to listen, assess needs, and recommend solutions.
• Team player with collaborative mindset.
• Results-focused with strong follow-through.
• Entrepreneurial mindset with client prospecting.
• Compensation largely based on performance.
• Proficient with Salesforce and Microsoft Office tools.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects necessary client profile data following KYC to open accounts.
• Serves as interim Financial Advisor, recommending suitable investment products.
• Documents client interactions and opportunities in Salesforce.

Skills

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

Education

Bachelor's degree

High School Diploma / GED

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Corporation in the United States offers the Advisor Development Program to aspiring Financial Advisors serving high-net-worth clients. You will identify needs, review goals, and prepare investment recommendations tailored to client objectives and risk profiles.

Responsibilities include leveraging technology, collecting KYC data, and coordinating with partners to drive business growth. Some mortgage-related aspects may apply under SAFE Act rules; onsite collaboration is common.