Wealth Advisor Development Program

Bank of America Corporation; Farmington (CT); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth clients, build relationships, and deliver comprehensive financial recommendations aligned to client goals. You will collaborate with Merrill advisors to grow portfolios and gain mentorship.

The role emphasizes training through Bank of America's Academy, with a path to independent practice and a client-centric approach to wealth planning and service delivery.

Qualifications

• Currently holds Series 7 & 66 licenses or 63 & 65 in lieu of 66.
• Minimum of one year experience in the financial service industry or a sales environment.
• Minimum of one year experience in the investments industry with knowledge of investment products.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.
• Effective communication skills (written and verbal).
• Proven ability to assess needs and recommend solutions.
• Ability to work collaboratively on a team with key partners.
• Proficiency in Microsoft Word, PowerPoint, Excel.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects client profile data following standard KYC procedures to open accounts.
• Serves as interim Financial Advisor, recommending investments based on objectives and risk profile.
• Documents all client interactions and opportunities within Salesforce.

Job description

Bank of America Merrill Wealth Management seeks a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth clients, build relationships, and deliver comprehensive financial recommendations aligned to client goals. You will collaborate with Merrill advisors to grow portfolios and gain mentorship.

The role emphasizes training through Bank of America's Academy, with a path to independent practice and a client-centric approach to wealth planning and service delivery.