Wealth Advisor Development Program

Bank of America; Boca Raton (FL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Comprehensive training programs

One-on-one coaching

Career growth opportunities

Job summary

Bank of America is hiring for the Financial Advisor position within the Merrill Advisor Development Program in Boca Raton, Florida. This role involves working with high-net-worth individuals to identify needs, build relationships, and deliver tailored investment recommendations. Applicants should have Series 7 and 66 licenses, along with strong communication and relationship-building skills. The company offers comprehensive training and support, fostering a collaborative environment focused on client success.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial service industry or a sales environment.
• Exceptional interpersonal and relationship building skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects necessary client profile data, following standard KYC procedures.
• Serves as interim Financial Advisor, providing recommendations of investment products.

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

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is hiring for the Financial Advisor position within the Merrill Advisor Development Program in Boca Raton, Florida. This role involves working with high-net-worth individuals to identify needs, build relationships, and deliver tailored investment recommendations. Applicants should have Series 7 and 66 licenses, along with strong communication and relationship-building skills. The company offers comprehensive training and support, fostering a collaborative environment focused on client success.