Wealth Advisor Development Program

Bank of America; Clinton Charter Township (MI); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America, through Merrill Wealth Management, seeks an Advisor Development Program Financial Advisor in the United States. You will identify client needs, develop relationships, review financial goals, and deliver comprehensive recommendations while being mentored by Merrill advisor teams to grow your book of business.

You will source prospects, present tailored investment solutions, and collaborate with core banking and investment partners to serve clients’ financial goals with a

Qualifications

• Bachelor's degree or equivalent level of financial services experience.
• Experience in financial services or sales with goals achieved or exceeded.
• Strong interpersonal and relationship-building skills.
• Ability to source clients through prospecting and networking.

Responsibilities

• Handle inbound inquiries from Merrill offering leads.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data following KYC to open accounts.
• Provide investment recommendations based on objectives and risk.
• Document interactions in Salesforce accurately.

Skills

Business Acumen

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

One year financial services or sales experience

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America, through Merrill Wealth Management, seeks an Advisor Development Program Financial Advisor in the United States. You will identify client needs, develop relationships, review financial goals, and deliver comprehensive recommendations while being mentored by Merrill advisor teams to grow your book of business.

You will source prospects, present tailored investment solutions, and collaborate with core banking and investment partners to serve clients’ financial goals with a