Wealth Advisor Development Program

Bank of America Corporation; City of Corning (NY); Sur place; USD 80 000 - 90 000; Plein temps

Avantages offerts par ce poste

Industry-leading benefits

Incentive opportunities

Paid time off

Résumé du poste

Bank of America Corporation’s Merrill Wealth Management is seeking to fill the Advisor Development Program - Financial Advisor role in the United States. You will work with high-net-worth clients, develop relationships, assess financial goals, and deliver comprehensive, personalized recommendations while collaborating with Merrill Advisor Teams to grow portfolios.

The program provides training, mentorship, and a structured path to a Financial Advisor career, with opportunities to leverage

Qualifications

• Must hold Series 7 and 66 (63 & 65 in lieu of 66) licenses.
• At least 1 year in financial services or sales with goal attainment.
• Experience in investments with product knowledge and training.
• Strong communication and relationship-building skills.

Responsabilités

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

Connaissances

Relationship building

Prospecting

Wealth Planning

Portfolio Analysis

Client Solutions Advisory

Active Listening

Trading

Formation

High School Diploma / GED

Bachelor's degree

Outils

Salesforce

Description du poste

Bank of America Corporation’s Merrill Wealth Management is seeking to fill the Advisor Development Program - Financial Advisor role in the United States. You will work with high-net-worth clients, develop relationships, assess financial goals, and deliver comprehensive, personalized recommendations while collaborating with Merrill Advisor Teams to grow portfolios.

The program provides training, mentorship, and a structured path to a Financial Advisor career, with opportunities to leverage