Wealth Advisor Development Program

Bank of America Corporation; Bridgewater Township (NJ); Sur place; USD 55 000 - 85 000; Plein temps

Résumé du poste

Bank of America seeks a Merrill Advisor Development Program - Financial Advisor to build relationships with high-net-worth clients, assess financial goals, and deliver comprehensive recommendations. You will collaborate with Merrill Advisor teams to grow portfolios and learn through mentored guidance.

Role emphasizes prospecting, sourcing clients, and completing mandated training to advance within wealth management. Requires relevant licenses and sales experience.

Qualifications

• Series 7 & 66 licenses required (63/65 in lieu).
• Minimum 1 year in financial services or sales with targets met.
• 1 year in investments industry with product knowledge.
• Strong interpersonal and relationship-building skills.
• Excellent communication, both written and verbal, with the ability to build trust.

Responsabilités

• Develop and manage a book of business to meet performance goals.
• Source clients, referrals, and network to grow the practice.
• Recommend investment products aligned with client goals and risk profile.
• Balance growth, referrals, follow-up, and compliance in daily activities.
• Collaborate with banking and investment partners to meet client needs.
• Document client interactions in Salesforce accurately.

Connaissances

Business Acumen

Business Development

Prospecting

Client Experience Branding

Formation

High School Diploma / GED / Secondary School or equivalent

Outils

Salesforce

Microsoft Word

PowerPoint

Excel

Description du poste

Bank of America seeks a Merrill Advisor Development Program - Financial Advisor to build relationships with high-net-worth clients, assess financial goals, and deliver comprehensive recommendations. You will collaborate with Merrill Advisor teams to grow portfolios and learn through mentored guidance.

Role emphasizes prospecting, sourcing clients, and completing mandated training to advance within wealth management. Requires relevant licenses and sales experience.