Wealth Advisor Development Program

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Access to training and coaching

Job summary

Bank of America is seeking Financial Advisors for their Merrill Advisor Development Program in Bridgewater, MA. This role focuses on working with high-net worth individuals to identify needs and develop investment strategies to meet client goals.

Join a team dedicated to building relationships and promoting portfolio growth, while receiving world-class training. Ideal candidates are goal-oriented, possess strong communication skills, and have a background in the financial services industry.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial service or sales environment.
• Knowledge of investment products and services.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills (written and verbal).
• Proven ability to work collaboratively on a team.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects necessary client profile data, following KYC procedures.
• Serves as interim Financial Advisor, providing investment recommendations.
• Documents all client interactions accurately within 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 or equivalent experience

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking Financial Advisors for their Merrill Advisor Development Program in Bridgewater, MA. This role focuses on working with high-net worth individuals to identify needs and develop investment strategies to meet client goals.

Join a team dedicated to building relationships and promoting portfolio growth, while receiving world-class training. Ideal candidates are goal-oriented, possess strong communication skills, and have a background in the financial services industry.