Wealth Advisor Development Program

ghr; Charlotte Amalie (United States Virgin Islands); On-site; USD 60,000 - 100,000; Full time

Job summary

Merrill Wealth Management, a leading unit of Bank of America, seeks candidates for the Advisor Development Program - Financial Advisor. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations as you work with mentoring teams to grow portfolios.

The role emphasizes building a client book, sourcing prospects, and collaborating with partners to deliver end-to-end advisory solutions while meeting regulatory requirements.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
• Minimum of one year experience in financial services or sales
• Experience in investments industry and knowledge of investment products/services
• Proven ability to engage with and influence others

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities to clients
• Collect client profile data and open accounts per KYC procedures
• Serve as interim Financial Advisor, recommending suitable investment products
• Document client interactions and opportunities in Salesforce accurately

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 Office

Job description

Merrill Wealth Management, a leading unit of Bank of America, seeks candidates for the Advisor Development Program - Financial Advisor. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations as you work with mentoring teams to grow portfolios.

The role emphasizes building a client book, sourcing prospects, and collaborating with partners to deliver end-to-end advisory solutions while meeting regulatory requirements.