Wealth Advisor Development Program

Bank of America Corporation; El Paso (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking candidates for the Merrill Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals, identify needs, review financial goals, and deliver comprehensive recommendations while being mentored by Merrill Financial Advisor Teams to grow your experience and portfolio.

This program emphasizes in-office collaboration, training, and a defined path to becoming a Financial Advisor, with opportunities to

Qualifications

• Bachelor’s degree required or equivalent experience in financial services.
• Minimum of one year in financial services or sales with meeting/exceeding goals.
• Investments knowledge and experience with investment products/services desired.

Responsibilities

• Handle inquiries and position Merrill/Bank of America offerings to clients.
• Develop a book of business and meet performance hurdles.
• Provide investment recommendations aligned with client goals and resources.

Skills

Series 7 & 66 licenses

Sales experience

Interpersonal skills

Communication skills

Prospecting

Education

Bachelor's degree

Tools

Salesforce

MS Office

Job description

Bank of America Corporation's Merrill Wealth Management is seeking candidates for the Merrill Advisor Development Program - Financial Advisor. You will work with high-net-worth individuals, identify needs, review financial goals, and deliver comprehensive recommendations while being mentored by Merrill Financial Advisor Teams to grow your experience and portfolio.

This program emphasizes in-office collaboration, training, and a defined path to becoming a Financial Advisor, with opportunities to