Wealth Advisor Development Program

Bank of America Corporation; Bridgewater (MA); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America Corporation’s Merrill Advisor Development Program offers a path to becoming a Financial Advisor serving high-net-worth individuals with comprehensive wealth-management solutions. Trainees will work with Merrill Advisor teams, building relationships and delivering tailored investment recommendations while pursuing mandated training and performance goals.

The program emphasizes mentorship, end-to-end client services, and collaboration with core banking and investment partners to

Qualifications

• Series 7 & 66 licenses (63 & 65 in lieu of 66) required.
• Minimum of one year in financial services or sales.
• Minimum of one year experience in investments with product knowledge.
• Proven ability to engage with and influence others.
• Excellent interpersonal and relationship-building skills.
• Effective written and verbal communication; quickly build trust.
• Proven ability to work collaboratively with teammates and partners.
• Strong client listening and needs-based solution description.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data and follows KYC to open accounts.
• Serves as interim Financial Advisor with investment recommendations.
• Documents client interactions in Salesforce accurately.

Skills

Client prospecting

Relationship building

Communication skills

Sales experience

Team collaboration

Attention to detail

Strong follow-through

Education

Bachelor's degree

High School Diploma

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

Bank of America Corporation’s Merrill Advisor Development Program offers a path to becoming a Financial Advisor serving high-net-worth individuals with comprehensive wealth-management solutions. Trainees will work with Merrill Advisor teams, building relationships and delivering tailored investment recommendations while pursuing mandated training and performance goals.

The program emphasizes mentorship, end-to-end client services, and collaboration with core banking and investment partners to