Wealth Advisor Development Path - Build Your Practice

Bank of America; City of Albany (NY); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management program seeks a Financial Advisor development professional. You will work with high-net-worth clients, identify needs, and deliver comprehensive recommendations aligned with client goals, while collaborating with Merrill Financial Advisor Teams to grow portfolios.

Role emphasizes training, mentorship, and a structured path to becoming a Financial Advisor, with emphasis on sourcing clients and managing a productive practice.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial services or a sales environment with goals met.
• Minimum of one year experience in investments, including investment training.
• Proven ability to engage with and influence others.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication; builds trust quickly.

Responsibilities

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

Skills

Business Acumen

Prospecting

Oral Communications

Client Experience

Branding

Management

Active Listening

Emotional Intelligence

Education

Bachelor's degree

Tools

Salesforce

Job description

Bank of America’s Merrill Wealth Management program seeks a Financial Advisor development professional. You will work with high-net-worth clients, identify needs, and deliver comprehensive recommendations aligned with client goals, while collaborating with Merrill Financial Advisor Teams to grow portfolios.

Role emphasizes training, mentorship, and a structured path to becoming a Financial Advisor, with emphasis on sourcing clients and managing a productive practice.